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 | $106,886 | $102,317+4.5% | $146,958-27.3% | $80,856+32.2% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.2%-13.0pp | 67.6%+1.5pp |
| Annual return | 22.08% | 134.76%-112.7pp | 418.34%-396.3pp | 35.59%-13.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,965 | $6,644-10.2% | $8,070-26.1% | $4,296+38.9% |
| Admin fee / account holder | $43,153 | $7,941+443.4% | $12,998+232.0% | $6,918+523.8% |