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 | $85,462 | $88,360-3.3% | $145,433-41.2% | $67,986+25.7% |
| Participation rate | 22.1% | 65.5%-43.4pp | 82.1%-60.1pp | 57.2%-35.1pp |
| Annual return | 15.83% | 63.15%-47.3pp | 66.58%-50.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,673 | $5,932-71.8% | $7,897-78.8% | $3,358-50.2% |
| Admin fee / account holder | $2,387 | $3,313-28.0% | $13,129-81.8% | $3,203-25.5% |