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 | $81,352 | $70,428+15.5% | $96,562-15.8% | $85,850-5.2% |
| Participation rate | 28.3% | 61.8%-33.5pp | 69.8%-41.5pp | 69.3%-41.0pp |
| Annual return | 12.72% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,445 | $2,894-50.1% | $3,849-62.5% | $3,952-63.4% |
| Admin fee / account holder | $1,131 | $4,997-77.4% | $6,181-81.7% | $6,260-81.9% |