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 | $53,225 | $70,667-24.7% | $123,104-56.8% | $52,331+1.7% |
| Participation rate | 33.8% | 83.7%-49.9pp | 86.8%-52.9pp | 68.1%-34.3pp |
| Annual return | 41.93% | 6.23%+35.7pp | 13.22%+28.7pp | 4.54%+37.4pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,775 | $4,493-38.2% | $6,230-55.5% | $3,022-8.2% |
| Admin fee / account holder | $2,309 | $506+355.9% | $9,015-74.4% | $592+290.3% |