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 | $69,361 | $98,750-29.8% | $149,696-53.7% | $79,858-13.1% |
| Participation rate | 55.4% | 75.8%-20.4pp | 82.5%-27.1pp | 69.6%-14.3pp |
| Annual return | 13.21% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $293 | $3,216-90.9% | $4,644-93.7% | $2,471-88.2% |
| Participant deferral / active EE | $4,824 | $5,680-15.1% | $6,842-29.5% | $3,740+29.0% |
| Admin fee / account holder | $14,589 | $6,053+141.0% | $9,309+56.7% | $5,306+174.9% |