See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,649 | $76,552+44.5% | $123,892-10.7% | $62,891+75.9% |
| Participation rate | 45.9% | 73.0%-27.0pp | 81.4%-35.5pp | 69.3%-23.4pp |
| Annual return | 9.59% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,234 | $4,840+49.5% | $5,984+20.9% | $3,203+125.9% |
| Admin fee / account holder | $7,276 | $4,826+50.8% | $8,357-12.9% | $4,296+69.4% |