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 | $87,990 | $69,977+25.7% | $108,579-19.0% | $62,891+39.9% |
| Participation rate | 49.4% | 72.9%-23.5pp | 79.6%-30.2pp | 69.3%-19.9pp |
| Annual return | 6.80% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $75 | $2,135-96.5% | $3,758-98.0% | $2,281-96.7% |
| Participant deferral / active EE | $2,601 | $3,165-17.8% | $4,311-39.7% | $3,203-18.8% |
| Admin fee / account holder | $11,358 | $5,076+123.7% | $7,645+48.6% | $4,296+164.4% |