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 | $51,312 | $46,553+10.2% | $64,056-19.9% | $75,163-31.7% |
| Participation rate | 10.0% | 65.9%-55.9pp | 72.3%-62.3pp | 67.2%-57.2pp |
| Annual return | 11.69% | 26.03%-14.3pp | 33.69%-22.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,229 | $2,837-56.7% | $3,880-68.3% | $4,125-70.2% |
| Admin fee / account holder | $1,050 | $2,952-64.4% | $3,068-65.8% | $5,651-81.4% |