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 | $46,336 | $56,277-17.7% | $80,975-42.8% | $62,891-26.3% |
| Participation rate | 69.7% | 69.0%+0.8pp | 75.8%-6.1pp | 69.3%+0.4pp |
| Annual return | 10.58% | 22.12%-11.5pp | 17.10%-6.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,350 | $4,195+75.2% | $5,696+29.0% | $3,203+129.5% |
| Admin fee / account holder | $6,100 | $3,741+63.1% | $5,516+10.6% | $4,296+42.0% |