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 | $77,907 | $101,724-23.4% | $164,813-52.7% | $80,856-3.6% |
| Participation rate | 57.7% | 71.8%-14.1pp | 78.6%-20.9pp | 67.6%-9.9pp |
| Annual return | 11.24% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $529 | $2,953-82.1% | $4,341-87.8% | $2,755-80.8% |
| Participant deferral / active EE | $2,224 | $4,477-50.3% | $6,031-63.1% | $4,296-48.2% |
| Admin fee / account holder | $14,210 | $8,227+72.7% | $12,690+12.0% | $6,918+105.4% |