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 | $100,202 | $65,041+54.1% | $90,951+10.2% | $79,858+25.5% |
| Participation rate | 64.1% | 61.6%+2.5pp | 69.0%-4.9pp | 69.6%-5.5pp |
| Annual return | 12.16% | 30.45%-18.3pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,789 | $2,512+50.8% | $3,373+12.3% | $3,740+1.3% |
| Admin fee / account holder | $2,766 | $4,536-39.0% | $5,959-53.6% | $5,306-47.9% |