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 | $67,869 | $58,512+16.0% | $84,015-19.2% | $72,985-7.0% |
| Participation rate | 65.8% | 61.2%+4.5pp | 69.0%-3.3pp | 69.5%-3.7pp |
| Annual return | 17.61% | 28.93%-11.3pp | 71.31%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,146 | $2,394+31.4% | $3,239-2.9% | $3,607-12.8% |
| Admin fee / account holder | $3,465 | $4,569-24.1% | $6,101-43.2% | $5,124-32.4% |