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 | $77,722 | $90,503-14.1% | $78,689-1.2% | $273,961-71.6% |
| Participation rate | 9.1% | 76.5%-67.4pp | 73.6%-64.5pp | 83.0%-73.9pp |
| Annual return | 4.87% | 75.60%-70.7pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,224 | $3,901-43.0% | $3,517-36.7% | $5,287-57.9% |
| Admin fee / account holder | $42,113 | $5,263+700.1% | $4,510+833.7% | $10,132+315.6% |