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 | $69,412 | $99,079-29.9% | $77,999-11.0% | $273,961-74.7% |
| Participation rate | 45.8% | 78.6%-32.7pp | 75.5%-29.7pp | 83.0%-37.2pp |
| Annual return | 5.23% | 217.93%-212.7pp | 425.96%-420.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $179 | $3,308-94.6% | $2,470-92.8% | $4,869-96.3% |
| Participant deferral / active EE | $1,192 | $4,306-72.3% | $3,497-65.9% | $5,287-77.5% |
| Admin fee / account holder | $8,655 | $8,954-3.3% | $5,480+57.9% | $10,132-14.6% |