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 | $64,457 | $60,022+7.4% | $88,946-27.5% | $84,808-24.0% |
| Participation rate | 64.3% | 57.8%+6.4pp | 68.8%-4.6pp | 68.3%-4.0pp |
| Annual return | 14.63% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,444 | $3,114-21.5% | $4,581-46.6% | $4,212-42.0% |
| Admin fee / account holder | $24,221 | $4,811+403.4% | $8,261+193.2% | $7,344+229.8% |