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 | $84,125 | $118,427-29.0% | $66,042+27.4% | $142,382-40.9% |
| Participation rate | 37.5% | 68.1%-30.6pp | 67.5%-30.0pp | 80.1%-42.6pp |
| Annual return | 13.63% | 35.57%-21.9pp | 52.11%-38.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,864 | $4,311-56.8% | $2,835-34.3% | $6,507-71.4% |
| Admin fee / account holder | $14,939 | $9,593+55.7% | $5,747+159.9% | $12,624+18.3% |