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 | $84,712 | $71,050+19.2% | $93,606-9.5% | $80,856+4.8% |
| Participation rate | 49.1% | 60.4%-11.3pp | 68.7%-19.6pp | 67.6%-18.5pp |
| Annual return | 10.75% | 11.26%-0.5pp | 133.20%-122.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,010 | $4,034-50.2% | $4,411-54.4% | $4,296-53.2% |
| Admin fee / account holder | $4,355 | $6,945-37.3% | $8,285-47.4% | $6,918-37.0% |