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 | $96,830 | $78,672+23.1% | $109,143-11.3% | $85,850+12.8% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 21.52% | 25.09%-3.6pp | 25.75%-4.2pp | 318.53%-297.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,182 | $3,467-8.2% | $4,653-31.6% | $3,952-19.5% |
| Admin fee / account holder | $2,581 | $5,469-52.8% | $6,752-61.8% | $6,260-58.8% |