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 | $80,416 | $109,881-26.8% | $150,045-46.4% | $84,808-5.2% |
| Participation rate | 38.5% | 76.1%-37.6pp | 82.3%-43.9pp | 68.3%-29.8pp |
| Annual return | 24.04% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,322 | $6,636-34.9% | $7,997-46.0% | $4,212+2.6% |
| Admin fee / account holder | $5,765 | $8,568-32.7% | $13,435-57.1% | $7,344-21.5% |