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 | $69,752 | $67,606+3.2% | $82,313-15.3% | $70,131-0.5% |
| Participation rate | 3.4% | 72.8%-69.3pp | 76.9%-73.4pp | 69.5%-66.1pp |
| Annual return | 17.02% | 21.57%-4.5pp | 25.88%-8.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,869 | $2,987+96.5% | $3,706+58.4% | $3,332+76.2% |
| Admin fee / account holder | $2,261 | $4,512-49.9% | $5,608-59.7% | $4,645-51.3% |