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 | $146,267-18.8% | $197,124-39.7% | $82,448+44.1% |
| Participation rate | 57.8% | 84.0%-26.2pp | 86.7%-28.9pp | 68.1%-10.3pp |
| Annual return | 15.21% | 29.61%-14.4pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,446 | $7,035-36.8% | $9,135-51.3% | $4,139+7.4% |
| Admin fee / account holder | $21,303 | $14,422+47.7% | $16,298+30.7% | $7,234+194.5% |