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 | $35,828 | $58,828-39.1% | $77,999-54.1% | $62,891-43.0% |
| Participation rate | 69.4% | 71.1%-1.7pp | 75.5%-6.1pp | 69.3%+0.1pp |
| Annual return | 5.13% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $233 | $1,672-86.1% | $2,470-90.6% | $2,281-89.8% |
| Participant deferral / active EE | $1,947 | $2,686-27.5% | $3,497-44.3% | $3,203-39.2% |
| Admin fee / account holder | $12,104 | $4,393+175.5% | $5,480+120.8% | $4,296+181.8% |