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 | $79,324 | $67,606+17.3% | $82,313-3.6% | $70,131+13.1% |
| Participation rate | 60.3% | 72.8%-12.4pp | 76.9%-16.5pp | 69.5%-9.2pp |
| Annual return | 19.57% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,186 | $2,987-26.8% | $3,706-41.0% | $3,332-34.4% |
| Admin fee / account holder | $8,456 | $4,512+87.4% | $5,608+50.8% | $4,645+82.0% |