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 | $91,527 | $89,355+2.4% | $141,162-35.2% | $72,985+25.4% |
| Participation rate | 43.3% | 75.1%-31.8pp | 82.5%-39.2pp | 69.5%-26.2pp |
| Annual return | 21.58% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,496 | $5,418-53.9% | $6,709-62.8% | $3,607-30.8% |
| Admin fee / account holder | $4,970 | $5,958-16.6% | $10,261-51.6% | $5,124-3.0% |