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 | $103,855 | $116,175-10.6% | $93,606+10.9% | $152,861-32.1% |
| Participation rate | 69.6% | 78.0%-8.5pp | 75.8%-6.3pp | 82.4%-12.9pp |
| Annual return | 23.23% | 35.96%-12.7pp | 32.76%-9.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,324 | $4,603+15.7% | $4,069+30.8% | $5,850-9.0% |
| Admin fee / account holder | $15,254 | $10,748+41.9% | $7,888+93.4% | $11,596+31.5% |