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 | $25,094 | $51,175-51.0% | $70,515-64.4% | $75,163-66.6% |
| Participation rate | 62.3% | 60.9%+1.3pp | 68.3%-6.1pp | 67.2%-4.9pp |
| Annual return | 16.69% | 30.02%-13.3pp | 32.77%-16.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,774 | $2,849-37.7% | $4,567-61.2% | $4,125-57.0% |
| Admin fee / account holder | $1,920 | $4,091-53.1% | $6,412-70.1% | $5,651-66.0% |