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 | $60,571 | $60,349+0.4% | $74,183-18.3% | $62,891-3.7% |
| Participation rate | 45.7% | 72.7%-27.0pp | 76.6%-30.9pp | 69.3%-23.6pp |
| Annual return | 7.31% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $248 | $1,680-85.2% | $2,370-89.5% | $2,281-89.1% |
| Participant deferral / active EE | $1,581 | $2,856-44.6% | $3,550-55.5% | $3,203-50.6% |
| Admin fee / account holder | $348 | $4,261-91.8% | $5,586-93.8% | $4,296-91.9% |