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 | $92,950 | $109,881-15.4% | $150,045-38.1% | $84,808+9.6% |
| Participation rate | 32.5% | 76.1%-43.6pp | 82.3%-49.8pp | 68.3%-35.8pp |
| Annual return | 19.07% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,342 | $6,636-34.6% | $7,997-45.7% | $4,212+3.1% |
| Admin fee / account holder | $13,141 | $8,568+53.4% | $13,435-2.2% | $7,344+78.9% |