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 | $34,554 | $36,767-6.0% | $81,478-57.6% | $62,292-44.5% |
| Participation rate | 52.3% | 54.4%-2.1pp | 68.0%-15.7pp | 69.5%-17.2pp |
| Annual return | 18.16% | 173.80%-155.6pp | 38.78%-20.6pp | 28.90%-10.7pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,187 | $2,111+193.1% | $3,537+74.9% | $3,169+95.2% |
| Admin fee / account holder | $1,279 | $797+60.4% | $4,561-72.0% | $479+166.7% |