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 | $89,470 | $84,233+6.2% | $170,442-47.5% | $70,131+27.6% |
| Participation rate | 57.9% | 70.8%-12.9pp | 83.6%-25.7pp | 69.5%-11.6pp |
| Annual return | 20.57% | 23.06%-2.5pp | 205.93%-185.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,312 | $3,086-25.1% | $4,939-53.2% | $3,332-30.6% |
| Admin fee / account holder | $1,268 | $5,698-77.7% | $13,880-90.9% | $4,645-72.7% |