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 | $18,346 | $48,076-61.8% | $78,689-76.7% | $62,891-70.8% |
| Participation rate | 69.0% | 65.2%+3.8pp | 73.6%-4.6pp | 69.3%-0.3pp |
| Annual return | 5.51% | 31.35%-25.8pp | 62.18%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,265 | $2,588-51.1% | $3,517-64.0% | $3,203-60.5% |
| Admin fee / account holder | $402 | $3,207-87.5% | $4,510-91.1% | $4,296-90.6% |