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 | $76,337 | $56,277+35.6% | $80,975-5.7% | $62,891+21.4% |
| Participation rate | 64.3% | 69.0%-4.7pp | 75.8%-11.5pp | 69.3%-5.0pp |
| Annual return | 5.93% | 22.12%-16.2pp | 17.10%-11.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,230 | $4,195+96.2% | $5,696+44.5% | $3,203+157.0% |
| Admin fee / account holder | $9,676 | $3,741+158.7% | $5,516+75.4% | $4,296+125.2% |