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 | $69,106 | $78,694-12.2% | $67,652+2.1% | $125,391-44.9% |
| Participation rate | 60.9% | 78.8%-17.9pp | 75.7%-14.8pp | 83.2%-22.3pp |
| Annual return | 2.26% | 9.46%-7.2pp | 6625.04%-6622.8pp | 282.22%-280.0pp |
| Employer contribution / active EE | $274 | $3,044-91.0% | $2,266-87.9% | $4,866-94.4% |
| Participant deferral / active EE | $2,989 | $4,292-30.4% | $3,560-16.0% | $5,352-44.1% |
| Admin fee / account holder | $18,598 | $7,403+151.2% | $4,821+285.8% | $9,540+94.9% |