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 | $115,570 | $109,413+5.6% | $156,263-26.0% | $84,808+36.3% |
| Participation rate | 51.6% | 72.7%-21.1pp | 78.9%-27.3pp | 68.3%-16.7pp |
| Annual return | 13.74% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $43 | $2,907-98.5% | $4,333-99.0% | $2,631-98.4% |
| Participant deferral / active EE | $3,644 | $4,590-20.6% | $6,158-40.8% | $4,212-13.5% |
| Admin fee / account holder | $9,720 | $9,357+3.9% | $14,255-31.8% | $7,344+32.4% |