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 | $82,514 | $58,208+41.8% | $81,812+0.9% | $80,856+2.0% |
| Participation rate | 54.5% | 63.4%-8.9pp | 72.3%-17.8pp | 67.6%-13.1pp |
| Annual return | 13.05% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $205 | $2,340-91.3% | $2,912-93.0% | $2,755-92.6% |
| Participant deferral / active EE | $2,495 | $3,281-24.0% | $4,319-42.2% | $4,296-41.9% |
| Admin fee / account holder | $5,243 | $4,981+5.3% | $7,386-29.0% | $6,918-24.2% |