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 | $90,666 | $101,724-10.9% | $164,813-45.0% | $80,856+12.1% |
| Participation rate | 53.3% | 71.8%-18.6pp | 78.6%-25.3pp | 67.6%-14.4pp |
| Annual return | 10.62% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $308 | $2,953-89.6% | $4,341-92.9% | $2,755-88.8% |
| Participant deferral / active EE | $2,006 | $4,477-55.2% | $6,031-66.7% | $4,296-53.3% |
| Admin fee / account holder | $15,861 | $8,227+92.8% | $12,690+25.0% | $6,918+129.3% |