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 | $85,780 | $94,625-9.3% | $116,228-26.2% | $84,808+1.1% |
| Participation rate | 60.4% | 70.4%-10.0pp | 74.6%-14.1pp | 68.3%-7.9pp |
| Annual return | 14.38% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,277 | $3,972-42.7% | $4,953-54.0% | $4,212-45.9% |
| Admin fee / account holder | $1,872 | $10,091-81.4% | $11,989-84.4% | $7,344-74.5% |