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 | $57,893 | $68,547-15.5% | $120,354-51.9% | $80,856-28.4% |
| Participation rate | 51.2% | 61.6%-10.4pp | 71.9%-20.7pp | 67.6%-16.5pp |
| Annual return | 13.35% | 23.60%-10.3pp | 107.15%-93.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $327 | $2,051-84.1% | $3,463-90.6% | $2,755-88.1% |
| Participant deferral / active EE | $1,783 | $3,173-43.8% | $4,991-64.3% | $4,296-58.5% |
| Admin fee / account holder | $10,068 | $5,732+75.6% | $9,423+6.8% | $6,918+45.5% |