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 | $89,087 | $101,724-12.4% | $164,813-45.9% | $80,856+10.2% |
| Participation rate | 28.4% | 71.8%-43.5pp | 78.6%-50.2pp | 67.6%-39.3pp |
| Annual return | 14.83% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $733 | $2,953-75.2% | $4,341-83.1% | $2,755-73.4% |
| Participant deferral / active EE | $2,134 | $4,477-52.3% | $6,031-64.6% | $4,296-50.3% |
| Admin fee / account holder | $42,240 | $8,227+413.4% | $12,690+232.9% | $6,918+510.6% |