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 | $92,007 | $80,968+13.6% | $96,544-4.7% | $75,163+22.4% |
| Participation rate | 24.3% | 71.8%-47.4pp | 76.0%-51.6pp | 67.2%-42.9pp |
| Annual return | 22.45% | 27.06%-4.6pp | 25.84%-3.4pp | 160.62%-138.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,739 | $3,928-4.8% | $4,851-22.9% | $4,125-9.4% |
| Admin fee / account holder | $7,914 | $6,724+17.7% | $8,252-4.1% | $5,651+40.1% |