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 | $105,481 | $148,978-29.2% | $200,582-47.4% | $84,808+24.4% |
| Participation rate | 42.4% | 84.2%-41.8pp | 86.9%-44.5pp | 68.3%-25.9pp |
| Annual return | 15.14% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,409 | $4,815-70.7% | $6,419-78.0% | $2,631-46.4% |
| Participant deferral / active EE | $6,169 | $7,142-13.6% | $9,331-33.9% | $4,212+46.5% |
| Admin fee / account holder | $20,289 | $13,977+45.2% | $16,305+24.4% | $7,344+176.3% |