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 | $81,635 | $77,813+4.9% | $123,544-33.9% | $64,186+27.2% |
| Participation rate | 46.7% | 74.7%-28.0pp | 82.3%-35.6pp | 69.6%-22.9pp |
| Annual return | 8.43% | 12.48%-4.1pp | 119.20%-110.8pp | 7.63%+0.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,091 | $5,240-21.9% | $6,426-36.3% | $3,470+17.9% |
| Admin fee / account holder | $21,284 | $5,519+285.7% | $9,284+129.3% | $4,888+335.4% |