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 | $101,152 | $56,277+79.7% | $80,975+24.9% | $62,891+60.8% |
| Participation rate | 68.2% | 69.0%-0.8pp | 75.8%-7.6pp | 69.3%-1.1pp |
| Annual return | 6.36% | 22.12%-15.8pp | 17.10%-10.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,395 | $4,195-19.1% | $5,696-40.4% | $3,203+6.0% |
| Admin fee / account holder | $12,752 | $3,741+240.9% | $5,516+131.2% | $4,296+196.9% |