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 | $96,265 | $85,766+12.2% | $136,294-29.4% | $70,131+37.3% |
| Participation rate | 68.2% | 74.2%-6.0pp | 81.9%-13.7pp | 69.5%-1.4pp |
| Annual return | 19.86% | 31.45%-11.6pp | 5155.94%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,945 | $5,051+77.1% | $6,247+43.2% | $3,332+168.5% |
| Admin fee / account holder | $11,231 | $5,420+107.2% | $9,243+21.5% | $4,645+141.8% |