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 | $71,842 | $67,411+6.6% | $91,001-21.1% | $70,131+2.4% |
| Participation rate | 32.8% | 71.4%-38.6pp | 75.6%-42.8pp | 69.5%-36.8pp |
| Annual return | 13.79% | -40.16%+54.0pp | 4.60%+9.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,023 | $2,823+7.1% | $3,547-14.8% | $3,332-9.3% |
| Admin fee / account holder | $3,610 | $4,236-14.8% | $5,417-33.4% | $4,645-22.3% |