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 | $81,775 | $76,552+6.8% | $123,892-34.0% | $62,891+30.0% |
| Participation rate | 64.4% | 73.0%-8.6pp | 81.4%-17.0pp | 69.3%-4.9pp |
| Annual return | 7.71% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,752 | $4,840+101.5% | $5,984+63.0% | $3,203+204.5% |
| Admin fee / account holder | $4,768 | $4,826-1.2% | $8,357-42.9% | $4,296+11.0% |