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 | $113,667 | $86,286+31.7% | $111,297+2.1% | $85,850+32.4% |
| Participation rate | 64.2% | 73.3%-9.2pp | 77.3%-13.2pp | 69.3%-5.2pp |
| Annual return | 12.71% | 19.99%-7.3pp | 54.65%-41.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,174 | $3,641-12.8% | $4,487-29.3% | $3,952-19.7% |
| Admin fee / account holder | $1,411 | $8,188-82.8% | $7,964-82.3% | $6,260-77.5% |