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 | $96,983 | $60,349+60.7% | $74,183+30.7% | $62,891+54.2% |
| Participation rate | 69.6% | 72.7%-3.1pp | 76.6%-7.0pp | 69.3%+0.3pp |
| Annual return | 7.88% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,010 | $2,856+110.4% | $3,550+69.3% | $3,203+87.7% |
| Admin fee / account holder | $6,331 | $4,261+48.6% | $5,586+13.3% | $4,296+47.4% |