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 | $118,833 | $148,978-20.2% | $200,582-40.8% | $84,808+40.1% |
| Participation rate | 57.8% | 84.2%-26.4pp | 86.9%-29.1pp | 68.3%-10.5pp |
| Annual return | 15.21% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,446 | $7,142-37.7% | $9,331-52.4% | $4,212+5.6% |
| Admin fee / account holder | $21,303 | $13,977+52.4% | $16,305+30.7% | $7,344+190.1% |