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 | $106,383 | $72,012+47.7% | $185,823-42.8% | $79,858+33.2% |
| Participation rate | 51.0% | 65.8%-14.8pp | 78.0%-27.0pp | 69.6%-18.7pp |
| Annual return | 30.12% | 23.12%+7.0pp | 35.95%-5.8pp | 31.71%-1.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,628 | $3,779+22.5% | $5,632-17.8% | $3,740+23.8% |
| Admin fee / account holder | $2,762 | $4,513-38.8% | $9,500-70.9% | $5,306-47.9% |