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 | $50,621 | $58,726-13.8% | $92,233-45.1% | $62,292-18.7% |
| Participation rate | 55.3% | 68.3%-13.0pp | 76.5%-21.1pp | 69.5%-14.2pp |
| Annual return | 16.38% | 43.62%-27.2pp | 176.28%-159.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $374 | $2,392-84.4% | $3,679-89.8% | $2,042-81.7% |
| Participant deferral / active EE | $1,548 | $2,766-44.0% | $3,897-60.3% | $3,169-51.1% |
| Admin fee / account holder | $11,372 | $556+1943.7% | $5,194+119.0% | $479+2272.5% |