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 | $68,185 | $87,841-22.4% | $133,980-49.1% | $62,891+8.4% |
| Participation rate | 51.5% | 83.4%-31.9pp | 87.1%-35.5pp | 69.3%-17.8pp |
| Annual return | 12.88% | 12.05%+0.8pp | 29.30%-16.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,920 | $4,812+2.2% | $6,282-21.7% | $3,203+53.6% |
| Admin fee / account holder | $486 | $5,371-90.9% | $9,324-94.8% | $4,296-88.7% |