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 | $108,142 | $71,050+52.2% | $93,606+15.5% | $80,856+33.7% |
| Participation rate | 50.6% | 60.4%-9.8pp | 68.7%-18.1pp | 67.6%-17.0pp |
| Annual return | 11.75% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,128 | $4,034+2.3% | $4,411-6.4% | $4,296-3.9% |
| Admin fee / account holder | $5,404 | $6,945-22.2% | $8,285-34.8% | $6,918-21.9% |