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 | $69,567 | $69,362+0.3% | $101,248-31.3% | $73,488-5.3% |
| Participation rate | 29.9% | 68.4%-38.5pp | 75.8%-46.0pp | 70.7%-40.8pp |
| Annual return | 25.29% | 18.46%+6.8pp | 46.47%-21.2pp | 28.51%-3.2pp |
| Employer contribution / active EE | $184 | $2,628-93.0% | $3,660-95.0% | $2,270-91.9% |
| Participant deferral / active EE | $2,178 | $3,300-34.0% | $4,370-50.2% | $3,740-41.8% |
| Admin fee / account holder | $11,021 | $704+1466.4% | $5,945+85.4% | $513+2048.0% |