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 | $70,394 | $67,411+4.4% | $91,001-22.6% | $70,131+0.4% |
| Participation rate | 9.4% | 71.4%-62.0pp | 75.6%-66.2pp | 69.5%-60.2pp |
| Annual return | 16.81% | -40.16%+57.0pp | 4.60%+12.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,023 | $2,823-28.3% | $3,547-43.0% | $3,332-39.3% |
| Admin fee / account holder | $333 | $4,236-92.1% | $5,417-93.9% | $4,645-92.8% |