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 | $96,299 | $101,724-5.3% | $164,813-41.6% | $80,856+19.1% |
| Participation rate | 45.5% | 71.8%-26.4pp | 78.6%-33.1pp | 67.6%-22.2pp |
| Annual return | 15.89% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $60 | $2,953-98.0% | $4,341-98.6% | $2,755-97.8% |
| Participant deferral / active EE | $2,137 | $4,477-52.3% | $6,031-64.6% | $4,296-50.2% |
| Admin fee / account holder | $502 | $8,227-93.9% | $12,690-96.0% | $6,918-92.7% |