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 | $55,809 | $83,369-33.1% | $105,223-47.0% | $67,986-17.9% |
| Participation rate | 35.1% | 56.3%-21.2pp | 75.0%-39.9pp | 57.2%-22.1pp |
| Annual return | 20.33% | 24.64%-4.3pp | 180.65%-160.3pp | 31.67%-11.3pp |
| Employer contribution / active EE | $314 | $2,541-87.6% | $3,689-91.5% | $2,019-84.4% |
| Participant deferral / active EE | $1,723 | $3,295-47.7% | $5,072-66.0% | $3,358-48.7% |
| Admin fee / account holder | $8,520 | $4,073+109.2% | $8,859-3.8% | $3,203+166.0% |