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 | $60,227 | $69,977-13.9% | $108,579-44.5% | $62,891-4.2% |
| Participation rate | 54.8% | 72.9%-18.1pp | 79.6%-24.7pp | 69.3%-14.5pp |
| Annual return | 6.55% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $220 | $2,135-89.7% | $3,758-94.1% | $2,281-90.3% |
| Participant deferral / active EE | $2,805 | $3,165-11.4% | $4,311-34.9% | $3,203-12.4% |
| Admin fee / account holder | $9,828 | $5,076+93.6% | $7,645+28.6% | $4,296+128.8% |