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 | $67,427 | $63,346+6.4% | $92,233-26.9% | $70,131-3.9% |
| Participation rate | 63.8% | 68.7%-4.9pp | 76.5%-12.7pp | 69.5%-5.8pp |
| Annual return | 18.98% | 530.12%-511.1pp | 176.28%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,404 | $2,854+89.4% | $3,897+38.7% | $3,332+62.2% |
| Admin fee / account holder | $1,234 | $3,840-67.9% | $5,194-76.2% | $4,645-73.4% |