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 | $83,418 | $87,841-5.0% | $133,980-37.7% | $62,891+32.6% |
| Participation rate | 68.8% | 83.4%-14.6pp | 87.1%-18.3pp | 69.3%-0.6pp |
| Annual return | 7.69% | 12.05%-4.4pp | 29.30%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,255 | $4,812-32.4% | $6,282-48.2% | $3,203+1.6% |
| Admin fee / account holder | $2,709 | $5,371-49.6% | $9,324-70.9% | $4,296-36.9% |