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 | $80,133 | $99,079-19.1% | $77,999+2.7% | $273,961-70.8% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.5%-16.7pp | 83.0%-24.2pp |
| Annual return | 4.19% | 217.93%-213.7pp | 425.96%-421.8pp | 41.45%-37.3pp |
| Employer contribution / active EE | $147 | $3,308-95.6% | $2,470-94.1% | $4,869-97.0% |
| Participant deferral / active EE | $2,788 | $4,306-35.3% | $3,497-20.3% | $5,287-47.3% |
| Admin fee / account holder | $8,758 | $8,954-2.2% | $5,480+59.8% | $10,132-13.6% |