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 | $117,332 | $109,413+7.2% | $156,263-24.9% | $84,808+38.4% |
| Participation rate | 57.5% | 72.7%-15.2pp | 78.9%-21.4pp | 68.3%-10.8pp |
| Annual return | 15.18% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,221 | $4,590+35.6% | $6,158+1.0% | $4,212+47.7% |
| Admin fee / account holder | $4,963 | $9,357-47.0% | $14,255-65.2% | $7,344-32.4% |