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 | $90,335 | $96,956-6.8% | $70,014+29.0% | $273,961-67.0% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 9.16% | 12.93%-3.8pp | 12.99%-3.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,350 | $3,744-63.9% | $2,931-53.9% | $5,287-74.5% |
| Admin fee / account holder | $8,374 | $7,934+5.5% | $4,380+91.2% | $10,132-17.4% |