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 | $78,800 | $99,985-21.2% | $146,665-46.3% | $85,850-8.2% |
| Participation rate | 69.2% | 73.1%-3.8pp | 80.1%-10.8pp | 69.3%-0.1pp |
| Annual return | 14.46% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,361 | $4,006-16.1% | $5,506-39.0% | $3,952-14.9% |
| Admin fee / account holder | $15,312 | $7,702+98.8% | $10,280+49.0% | $6,260+144.6% |