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 | $68,492 | $94,031-27.2% | $115,768-40.8% | $82,448-16.9% |
| Participation rate | 67.9% | 70.4%-2.6pp | 74.4%-6.5pp | 68.1%-0.2pp |
| Annual return | 15.81% | 20.61%-4.8pp | 100.46%-84.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,977 | $3,972+25.3% | $4,917+1.2% | $4,139+20.2% |
| Admin fee / account holder | $863 | $10,249-91.6% | $12,439-93.1% | $7,234-88.1% |