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 | $81,685 | $87,013-6.1% | $106,213-23.1% | $80,856+1.0% |
| Participation rate | 50.6% | 70.4%-19.8pp | 75.3%-24.7pp | 67.6%-17.0pp |
| Annual return | 11.61% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $123 | $2,395-94.9% | $3,171-96.1% | $2,755-95.5% |
| Participant deferral / active EE | $3,279 | $3,986-17.7% | $5,016-34.6% | $4,296-23.7% |
| Admin fee / account holder | $33,778 | $8,431+300.6% | $11,033+206.2% | $6,918+388.3% |