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 | $59,286 | $56,897+4.2% | $84,750-30.0% | $62,891-5.7% |
| Participation rate | 41.4% | 68.5%-27.2pp | 76.6%-35.2pp | 69.3%-27.9pp |
| Annual return | 9.40% | 6.30%+3.1pp | 22.78%-13.4pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,069 | $2,709-60.5% | $3,712-71.2% | $3,203-66.6% |
| Admin fee / account holder | $3,101 | $3,581-13.4% | $5,332-41.8% | $4,296-27.8% |