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 | $158,999 | $80,717+97.0% | $154,803+2.7% | $84,808+87.5% |
| Participation rate | 68.9% | 66.8%+2.0pp | 78.1%-9.2pp | 68.3%+0.5pp |
| Annual return | 14.71% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $236 | $2,761-91.4% | $4,305-94.5% | $2,631-91.0% |
| Participant deferral / active EE | $5,194 | $3,303+57.2% | $5,540-6.3% | $4,212+23.3% |
| Admin fee / account holder | $29,134 | $6,746+331.9% | $14,329+103.3% | $7,344+296.7% |