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 | $106,163 | $109,413-3.0% | $156,263-32.1% | $84,808+25.2% |
| Participation rate | 58.7% | 72.7%-14.0pp | 78.9%-20.2pp | 68.3%-9.6pp |
| Annual return | 14.83% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,091 | $4,590-32.6% | $6,158-49.8% | $4,212-26.6% |
| Admin fee / account holder | $22,523 | $9,357+140.7% | $14,255+58.0% | $7,344+206.7% |