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 | $112,963 | $140,588-19.6% | $123,104-8.2% | $125,391-9.9% |
| Participation rate | 61.5% | 88.2%-26.7pp | 86.8%-25.2pp | 83.2%-21.7pp |
| Annual return | 2.25% | 16.80%-14.6pp | 13.22%-11.0pp | 282.22%-280.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,839 | $6,980-45.0% | $6,230-38.4% | $5,352-28.3% |
| Admin fee / account holder | $9,575 | $11,198-14.5% | $9,015+6.2% | $9,540+0.4% |