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 | $61,527 | $83,477-26.3% | $125,175-50.8% | $72,985-15.7% |
| Participation rate | 57.0% | 73.3%-16.3pp | 79.8%-22.8pp | 69.5%-12.5pp |
| Annual return | 18.47% | 25.78%-7.3pp | 43.79%-25.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $434 | $2,345-81.5% | $3,865-88.8% | $2,440-82.2% |
| Participant deferral / active EE | $3,314 | $3,585-7.6% | $4,937-32.9% | $3,607-8.1% |
| Admin fee / account holder | $14,616 | $5,517+164.9% | $9,702+50.6% | $5,124+185.2% |