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 | $82,618 | $74,927+10.3% | $101,794-18.8% | $84,808-2.6% |
| Participation rate | 51.8% | 61.4%-9.6pp | 69.2%-17.4pp | 68.3%-16.5pp |
| Annual return | 20.27% | 18.70%+1.6pp | 30.53%-10.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,660 | $3,099+18.1% | $4,084-10.4% | $4,212-13.1% |
| Admin fee / account holder | $55,049 | $6,514+745.1% | $8,777+527.2% | $7,344+649.6% |