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 | $61,115 | $60,349+1.3% | $74,183-17.6% | $62,891-2.8% |
| Participation rate | 59.0% | 72.7%-13.7pp | 76.6%-17.6pp | 69.3%-10.3pp |
| Annual return | 11.70% | 21.37%-9.7pp | 17.74%-6.0pp | 20.14%-8.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,625 | $2,856+167.0% | $3,550+114.8% | $3,203+138.1% |
| Admin fee / account holder | $7,955 | $4,261+86.7% | $5,586+42.4% | $4,296+85.2% |