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 | $90,423 | $85,766+5.4% | $136,294-33.7% | $70,131+28.9% |
| Participation rate | 69.6% | 74.2%-4.6pp | 81.9%-12.4pp | 69.5%0pp |
| Annual return | 17.40% | 31.45%-14.1pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,298 | $5,051+24.7% | $6,247+0.8% | $3,332+89.0% |
| Admin fee / account holder | $6,443 | $5,420+18.9% | $9,243-30.3% | $4,645+38.7% |