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 | $64,468 | $84,233-23.5% | $170,442-62.2% | $70,131-8.1% |
| Participation rate | 57.6% | 70.8%-13.3pp | 83.6%-26.0pp | 69.5%-12.0pp |
| Annual return | 16.27% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,244 | $3,086+5.1% | $4,939-34.3% | $3,332-2.6% |
| Admin fee / account holder | $5,978 | $5,698+4.9% | $13,880-56.9% | $4,645+28.7% |