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 | $68,988 | $101,724-32.2% | $164,813-58.1% | $80,856-14.7% |
| Participation rate | 48.1% | 71.8%-23.8pp | 78.6%-30.5pp | 67.6%-19.6pp |
| Annual return | 17.06% | 16.72%+0.3pp | 69.93%-52.9pp | 35.59%-18.5pp |
| Employer contribution / active EE | $738 | $2,953-75.0% | $4,341-83.0% | $2,755-73.2% |
| Participant deferral / active EE | $3,115 | $4,477-30.4% | $6,031-48.4% | $4,296-27.5% |
| Admin fee / account holder | $6,561 | $8,227-20.3% | $12,690-48.3% | $6,918-5.2% |