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 | $59,034 | $78,672-25.0% | $109,143-45.9% | $85,850-31.2% |
| Participation rate | 68.9% | 68.3%+0.6pp | 75.9%-7.0pp | 69.3%-0.5pp |
| Annual return | 11.36% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,847 | $3,467-46.7% | $4,653-60.3% | $3,952-53.3% |
| Admin fee / account holder | $6,829 | $5,469+24.9% | $6,752+1.1% | $6,260+9.1% |