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 | $106,255 | $99,341+7.0% | $84,750+25.4% | $273,961-61.2% |
| Participation rate | 31.6% | 80.7%-49.1pp | 76.6%-45.0pp | 83.0%-51.4pp |
| Annual return | 4.83% | 22.93%-18.1pp | 22.78%-18.0pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,640 | $4,269-14.7% | $3,712-1.9% | $5,287-31.2% |
| Admin fee / account holder | $10,070 | $6,644+51.6% | $5,332+88.9% | $10,132-0.6% |