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 | $71,913 | $84,233-14.6% | $170,442-57.8% | $70,131+2.5% |
| Participation rate | 30.4% | 70.8%-40.4pp | 83.6%-53.2pp | 69.5%-39.1pp |
| Annual return | 14.29% | 23.06%-8.8pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,532 | $3,086-50.3% | $4,939-69.0% | $3,332-54.0% |
| Admin fee / account holder | $11,497 | $5,698+101.8% | $13,880-17.2% | $4,645+147.5% |