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 | $71,983 | $63,703+13.0% | $93,063-22.7% | $82,448-12.7% |
| Participation rate | 45.2% | 63.8%-18.6pp | 72.1%-26.9pp | 68.1%-22.8pp |
| Annual return | 14.14% | -775.43%+789.6pp | 34.15%-20.0pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,312 | $2,919+13.5% | $3,958-16.3% | $4,139-20.0% |
| Admin fee / account holder | $6,242 | $5,982+4.3% | $6,033+3.5% | $7,234-13.7% |