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 | $65,249 | $65,685-0.7% | $57,179+14.1% | $273,961-76.2% |
| Participation rate | 68.8% | 78.3%-9.6pp | 75.3%-6.6pp | 83.0%-14.3pp |
| Annual return | 9.85% | 21.99%-12.1pp | 14.59%-4.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,074 | $3,782-18.7% | $3,096-0.7% | $5,287-41.9% |
| Admin fee / account holder | $8,637 | $4,835+78.6% | $3,139+175.1% | $10,132-14.8% |