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 | $78,631 | $85,766-8.3% | $136,294-42.3% | $70,131+12.1% |
| Participation rate | 58.6% | 74.2%-15.5pp | 81.9%-23.3pp | 69.5%-10.9pp |
| Annual return | 16.92% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,799 | $5,051-44.6% | $6,247-55.2% | $3,332-16.0% |
| Admin fee / account holder | $1,103 | $5,420-79.7% | $9,243-88.1% | $4,645-76.3% |