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 | $83,643 | $93,346-10.4% | $71,796+16.5% | $273,961-69.5% |
| Participation rate | 41.7% | 76.5%-34.9pp | 69.1%-27.4pp | 83.0%-41.3pp |
| Annual return | 7.35% | 130.39%-123.0pp | 78.04%-70.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $204 | $2,733-92.6% | $1,924-89.4% | $4,869-95.8% |
| Participant deferral / active EE | $3,450 | $3,475-0.7% | $2,794+23.5% | $5,287-34.7% |
| Admin fee / account holder | $41,512 | $6,571+531.8% | $4,815+762.1% | $10,132+309.7% |