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 | $93,521 | $85,766+9.0% | $136,294-31.4% | $70,131+33.4% |
| Participation rate | 55.2% | 74.2%-18.9pp | 81.9%-26.7pp | 69.5%-14.3pp |
| Annual return | 17.74% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,093 | $5,051+20.6% | $6,247-2.5% | $3,332+82.9% |
| Admin fee / account holder | $2,305 | $5,420-57.5% | $9,243-75.1% | $4,645-50.4% |