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 | $82,554 | $88,672-6.9% | $105,223-21.5% | $82,448+0.1% |
| Participation rate | 34.2% | 67.9%-33.7pp | 75.0%-40.8pp | 68.1%-33.9pp |
| Annual return | 17.10% | 30.86%-13.8pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $676 | $3,048-77.8% | $3,689-81.7% | $2,551-73.5% |
| Participant deferral / active EE | $3,136 | $4,036-22.3% | $5,072-38.2% | $4,139-24.2% |
| Admin fee / account holder | $15,721 | $7,146+120.0% | $8,859+77.5% | $7,234+117.3% |