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 | $31,277 | $65,365-52.1% | $92,893-66.3% | $72,985-57.1% |
| Participation rate | 41.5% | 68.3%-26.9pp | 76.0%-34.5pp | 69.5%-28.0pp |
| Annual return | 17.30% | 42.10%-24.8pp | 109.41%-92.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $399 | $2,594-84.6% | $3,653-89.1% | $2,440-83.7% |
| Participant deferral / active EE | $5,131 | $3,128+64.0% | $4,236+21.1% | $3,607+42.2% |
| Admin fee / account holder | $17,850 | $4,251+319.9% | $5,794+208.1% | $5,124+248.3% |