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 | $105,400 | $138,347-23.8% | $184,203-42.8% | $80,856+30.4% |
| Participation rate | 36.9% | 83.9%-46.9pp | 86.8%-49.9pp | 67.6%-30.7pp |
| Annual return | 14.18% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,607 | $7,071-20.7% | $9,131-38.6% | $4,296+30.5% |
| Admin fee / account holder | $20,826 | $10,483+98.7% | $13,901+49.8% | $6,918+201.0% |