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 | $58,204 | $60,349-3.6% | $74,183-21.5% | $62,891-7.5% |
| Participation rate | 55.0% | 72.7%-17.7pp | 76.6%-21.6pp | 69.3%-14.3pp |
| Annual return | 7.09% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,725 | $2,856-39.6% | $3,550-51.4% | $3,203-46.1% |
| Admin fee / account holder | $7,277 | $4,261+70.8% | $5,586+30.3% | $4,296+69.4% |