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 | $84,583 | $76,552+10.5% | $123,892-31.7% | $62,891+34.5% |
| Participation rate | 48.1% | 73.0%-24.8pp | 81.4%-33.3pp | 69.3%-21.2pp |
| Annual return | 8.81% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,744 | $4,840+80.7% | $5,984+46.1% | $3,203+173.0% |
| Admin fee / account holder | $7,713 | $4,826+59.8% | $8,357-7.7% | $4,296+79.6% |