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 | $82,599 | $58,828+40.4% | $77,999+5.9% | $62,891+31.3% |
| Participation rate | 51.4% | 71.1%-19.6pp | 75.5%-24.1pp | 69.3%-17.9pp |
| Annual return | 7.87% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,790 | $2,686-33.3% | $3,497-48.8% | $3,203-44.1% |
| Admin fee / account holder | $7,191 | $4,393+63.7% | $5,480+31.2% | $4,296+67.4% |