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 | $69,173 | $58,512+18.2% | $84,015-17.7% | $72,985-5.2% |
| Participation rate | 58.9% | 61.2%-2.3pp | 69.0%-10.1pp | 69.5%-10.6pp |
| Annual return | 19.51% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,686 | $2,394+12.2% | $3,239-17.1% | $3,607-25.5% |
| Admin fee / account holder | $8,178 | $4,569+79.0% | $6,101+34.1% | $5,124+59.6% |