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 | $83,648 | $49,657+68.5% | $93,063-10.1% | $67,986+23.0% |
| Participation rate | 16.3% | 49.9%-33.7pp | 72.1%-55.9pp | 57.2%-40.9pp |
| Annual return | 14.19% | 26.27%-12.1pp | 34.15%-20.0pp | 31.67%-17.5pp |
| Employer contribution / active EE | $154 | $1,279-88.0% | $2,476-93.8% | $2,019-92.4% |
| Participant deferral / active EE | $606 | $2,484-75.6% | $3,958-84.7% | $3,358-82.0% |
| Admin fee / account holder | $13,209 | $2,843+364.7% | $6,033+118.9% | $3,203+312.4% |