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 | $116,136 | $76,552+51.7% | $123,892-6.3% | $62,891+84.7% |
| Participation rate | 48.4% | 73.0%-24.6pp | 81.4%-33.0pp | 69.3%-20.9pp |
| Annual return | 6.22% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $167 | $2,883-94.2% | $4,617-96.4% | $2,281-92.7% |
| Participant deferral / active EE | $3,051 | $4,840-37.0% | $5,984-49.0% | $3,203-4.7% |
| Admin fee / account holder | $11,988 | $4,826+148.4% | $8,357+43.5% | $4,296+179.1% |