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 | $66,964 | $76,552-12.5% | $123,892-45.9% | $62,891+6.5% |
| Participation rate | 61.4% | 73.0%-11.6pp | 81.4%-20.0pp | 69.3%-7.9pp |
| Annual return | 6.26% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $288 | $2,883-90.0% | $4,617-93.8% | $2,281-87.4% |
| Participant deferral / active EE | $3,774 | $4,840-22.0% | $5,984-36.9% | $3,203+17.8% |
| Admin fee / account holder | $22,603 | $4,826+368.4% | $8,357+170.5% | $4,296+426.2% |