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 | $75,956 | $58,512+29.8% | $84,015-9.6% | $72,985+4.1% |
| Participation rate | 25.4% | 61.2%-35.8pp | 69.0%-43.6pp | 69.5%-44.1pp |
| Annual return | 20.87% | 28.93%-8.1pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,177 | $2,394-50.8% | $3,239-63.7% | $3,607-67.4% |
| Admin fee / account holder | $3,042 | $4,569-33.4% | $6,101-50.1% | $5,124-40.6% |