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 | $67,225 | $78,422-14.3% | $95,952-29.9% | $79,858-15.8% |
| Participation rate | 42.1% | 73.5%-31.4pp | 77.1%-35.0pp | 69.6%-27.5pp |
| Annual return | 11.70% | 19.37%-7.7pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $467 | $1,945-76.0% | $2,541-81.6% | $2,471-81.1% |
| Participant deferral / active EE | $2,188 | $3,440-36.4% | $4,167-47.5% | $3,740-41.5% |
| Admin fee / account holder | $29,450 | $5,622+423.8% | $6,795+333.4% | $5,306+455.0% |