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 | $64,224 | $56,277+14.1% | $80,975-20.7% | $62,891+2.1% |
| Participation rate | 39.3% | 69.0%-29.6pp | 75.8%-36.5pp | 69.3%-30.0pp |
| Annual return | 6.45% | 22.12%-15.7pp | 17.10%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,727 | $4,195-58.8% | $5,696-69.7% | $3,203-46.1% |
| Admin fee / account holder | $1,784 | $3,741-52.3% | $5,516-67.7% | $4,296-58.5% |