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 | $93,698 | $89,355+4.9% | $141,162-33.6% | $72,985+28.4% |
| Participation rate | 59.6% | 75.1%-15.5pp | 82.5%-22.8pp | 69.5%-9.8pp |
| Annual return | 27.76% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,145 | $5,418+68.8% | $6,709+36.3% | $3,607+153.5% |
| Admin fee / account holder | $3,440 | $5,958-42.3% | $10,261-66.5% | $5,124-32.9% |