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 | $67,487 | $76,552-11.8% | $123,892-45.5% | $62,891+7.3% |
| Participation rate | 44.7% | 73.0%-28.2pp | 81.4%-36.7pp | 69.3%-24.6pp |
| Annual return | 8.68% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,924 | $4,840-18.9% | $5,984-34.4% | $3,203+22.5% |
| Admin fee / account holder | $1,909 | $4,826-60.4% | $8,357-77.2% | $4,296-55.6% |