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 | $67,207 | $67,984-1.1% | $65,493+2.6% | $74,304-9.6% |
| Participation rate | 34.7% | 66.3%-31.7pp | 73.1%-38.4pp | 60.3%-25.7pp |
| Annual return | 13.10% | 19.87%-6.8pp | 982.45%-969.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $528 | $2,491-78.8% | $2,574-79.5% | $2,241-76.4% |
| Participant deferral / active EE | $2,172 | $3,346-35.1% | $3,961-45.2% | $3,767-42.3% |
| Admin fee / account holder | $11,317 | $1,373+724.4% | $5,028+125.1% | $2,969+281.2% |