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 | $85,162 | $48,750+74.7% | $88,946-4.3% | $74,304+14.6% |
| Participation rate | 28.5% | 44.5%-16.0pp | 68.8%-40.4pp | 60.3%-31.9pp |
| Annual return | 15.74% | 25.91%-10.2pp | 57.82%-42.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,483 | $2,423+167.6% | $4,581+41.5% | $3,767+72.1% |
| Admin fee / account holder | $11,488 | $3,756+205.9% | $8,261+39.1% | $2,969+287.0% |