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 | $67,806 | $65,041+4.3% | $90,951-25.4% | $79,858-15.1% |
| Participation rate | 51.2% | 61.6%-10.4pp | 69.0%-17.8pp | 69.6%-18.4pp |
| Annual return | 17.89% | 30.45%-12.6pp | 134.60%-116.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,572 | $2,512+2.4% | $3,373-23.7% | $3,740-31.2% |
| Admin fee / account holder | $4,885 | $4,536+7.7% | $5,959-18.0% | $5,306-7.9% |