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 | $39,000 | $93,071-58.1% | $74,583-47.7% | $273,961-85.8% |
| Participation rate | 68.2% | 74.9%-6.8pp | 68.1%+0.1pp | 83.0%-14.8pp |
| Annual return | 4.38% | 26.18%-21.8pp | 20.47%-16.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,919 | $4,160-5.8% | $3,458+13.3% | $5,287-25.9% |
| Admin fee / account holder | $4,721 | $5,272-10.5% | $4,138+14.1% | $10,132-53.4% |