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 | $45,931 | $55,706-17.5% | $75,886-39.5% | $72,985-37.1% |
| Participation rate | 48.9% | 61.1%-12.2pp | 69.3%-20.4pp | 69.5%-20.6pp |
| Annual return | 18.38% | 27.59%-9.2pp | 30.76%-12.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $295 | $1,687-82.5% | $2,500-88.2% | $2,440-87.9% |
| Participant deferral / active EE | $1,460 | $2,634-44.6% | $3,603-59.5% | $3,607-59.5% |
| Admin fee / account holder | $17,811 | $3,978+347.7% | $5,418+228.7% | $5,124+247.6% |