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 | $75,357 | $76,670-1.7% | $96,683-22.1% | $71,457+5.5% |
| Participation rate | 47.1% | 66.6%-19.5pp | 74.3%-27.3pp | 67.9%-20.9pp |
| Annual return | 15.21% | 48.29%-33.1pp | 35.69%-20.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $671 | $3,031-77.9% | $3,737-82.0% | $2,588-74.1% |
| Participant deferral / active EE | $3,071 | $3,771-18.6% | $4,878-37.0% | $4,289-28.4% |
| Admin fee / account holder | $11,167 | $2,028+450.6% | $6,730+65.9% | $1,587+603.5% |