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 | $34,906 | $117,381-70.3% | $99,443-64.9% | $152,861-77.2% |
| Participation rate | 61.9% | 77.5%-15.6pp | 73.8%-11.9pp | 82.4%-20.5pp |
| Annual return | 10.83% | 31.87%-21.0pp | 30.72%-19.9pp | 345.32%-334.5pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,310 | $4,086-67.9% | $3,619-63.8% | $5,850-77.6% |
| Admin fee / account holder | $8,026 | $7,631+5.2% | $6,250+28.4% | $11,596-30.8% |