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 | $82,521 | $91,190-9.5% | $178,490-53.8% | $79,858+3.3% |
| Participation rate | 48.7% | 69.2%-20.5pp | 81.9%-33.2pp | 69.6%-20.9pp |
| Annual return | 20.78% | 24.19%-3.4pp | 151.07%-130.3pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,004 | $3,236-7.2% | $5,202-42.2% | $3,740-19.7% |
| Admin fee / account holder | $9,025 | $6,751+33.7% | $13,984-35.5% | $5,306+70.1% |