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 | $65,953 | $101,883-35.3% | $453,369-85.5% | $85,850-23.2% |
| Participation rate | 47.3% | 72.3%-25.0pp | 78.0%-30.7pp | 69.3%-22.0pp |
| Annual return | 12.18% | 25.38%-13.2pp | 64.40%-52.2pp | 318.53%-306.4pp |
| Employer contribution / active EE | $85 | $2,847-97.0% | $4,070-97.9% | $2,565-96.7% |
| Participant deferral / active EE | $2,171 | $4,782-54.6% | $6,209-65.0% | $3,952-45.1% |
| Admin fee / account holder | $7,165 | $5,706+25.6% | $11,209-36.1% | $6,260+14.5% |