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 | $47,773 | $136,307-65.0% | $177,821-73.1% | $73,488-35.0% |
| Participation rate | 49.1% | 86.1%-37.0pp | 87.7%-38.7pp | 70.7%-21.6pp |
| Annual return | 16.23% | 18.68%-2.5pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $6 | $3,712-99.8% | $5,918-99.9% | $2,270-99.7% |
| Participant deferral / active EE | $4,853 | $5,829-16.7% | $7,714-37.1% | $3,740+29.8% |
| Admin fee / account holder | $6,758 | $596+1034.8% | $12,427-45.6% | $513+1217.2% |