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 | $88,435 | $99,341-11.0% | $84,750+4.3% | $273,961-67.7% |
| Participation rate | 27.3% | 80.7%-53.4pp | 76.6%-49.3pp | 83.0%-55.7pp |
| Annual return | 4.40% | 22.93%-18.5pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $518 | $4,214-87.7% | $3,574-85.5% | $4,869-89.4% |
| Participant deferral / active EE | $1,039 | $4,269-75.7% | $3,712-72.0% | $5,287-80.3% |
| Admin fee / account holder | $16,928 | $6,644+154.8% | $5,332+217.5% | $10,132+67.1% |