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 | $75,598 | $100,923-25.1% | $150,045-49.6% | $74,304+1.7% |
| Participation rate | 32.1% | 70.1%-38.0pp | 82.3%-50.2pp | 60.3%-28.3pp |
| Annual return | 15.52% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $85 | $3,463-97.6% | $4,693-98.2% | $2,241-96.2% |
| Participant deferral / active EE | $2,699 | $6,709-59.8% | $7,997-66.2% | $3,767-28.3% |
| Admin fee / account holder | $4,703 | $2,767+70.0% | $13,435-65.0% | $2,969+58.4% |