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 | $73,042 | $81,208-10.1% | $98,907-26.2% | $79,858-8.5% |
| Participation rate | 47.9% | 72.5%-24.6pp | 76.0%-28.1pp | 69.6%-21.7pp |
| Annual return | 16.10% | 60.99%-44.9pp | 196.43%-180.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $376 | $1,960-80.8% | $2,689-86.0% | $2,471-84.8% |
| Participant deferral / active EE | $1,581 | $3,265-51.6% | $4,244-62.8% | $3,740-57.7% |
| Admin fee / account holder | $11,942 | $6,013+98.6% | $6,642+79.8% | $5,306+125.0% |