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 | $97,974 | $100,923-2.9% | $150,045-34.7% | $74,304+31.9% |
| Participation rate | 62.3% | 70.1%-7.7pp | 82.3%-20.0pp | 60.3%+2.0pp |
| Annual return | 27.77% | 51.77%-24.0pp | 62.55%-34.8pp | 29.43%-1.7pp |
| Employer contribution / active EE | $377 | $3,463-89.1% | $4,693-92.0% | $2,241-83.2% |
| Participant deferral / active EE | $9,571 | $6,709+42.7% | $7,997+19.7% | $3,767+154.1% |
| Admin fee / account holder | $21,930 | $2,767+692.6% | $13,435+63.2% | $2,969+638.7% |