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 | $91,304 | $98,750-7.5% | $149,696-39.0% | $79,858+14.3% |
| Participation rate | 38.7% | 75.8%-37.1pp | 82.5%-43.8pp | 69.6%-30.9pp |
| Annual return | 13.77% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $12 | $3,216-99.6% | $4,644-99.7% | $2,471-99.5% |
| Participant deferral / active EE | $5,752 | $5,680+1.3% | $6,842-15.9% | $3,740+53.8% |
| Admin fee / account holder | $2,272 | $6,053-62.5% | $9,309-75.6% | $5,306-57.2% |