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 | $83,156 | $66,813+24.5% | $100,516-17.3% | $73,488+13.2% |
| Participation rate | 39.0% | 77.5%-38.4pp | 79.4%-40.4pp | 70.7%-31.6pp |
| Annual return | 14.71% | 25.70%-11.0pp | 30.89%-16.2pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,555 | $5,883-22.6% | $6,270-27.4% | $3,740+21.8% |
| Admin fee / account holder | $3,091 | $512+503.6% | $8,081-61.8% | $513+502.4% |