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 | $57,988 | $66,098-12.3% | $101,794-43.0% | $74,304-22.0% |
| Participation rate | 23.3% | 53.8%-30.4pp | 69.2%-45.9pp | 60.3%-37.0pp |
| Annual return | 15.44% | 19.59%-4.2pp | 30.53%-15.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $191 | $1,082-82.4% | $2,289-91.7% | $2,241-91.5% |
| Participant deferral / active EE | $1,455 | $2,781-47.7% | $4,084-64.4% | $3,767-61.4% |
| Admin fee / account holder | $11,019 | $4,146+165.8% | $8,777+25.5% | $2,969+271.2% |