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 | $77,893 | $87,013-10.5% | $106,213-26.7% | $80,856-3.7% |
| Participation rate | 48.1% | 70.4%-22.4pp | 75.3%-27.2pp | 67.6%-19.6pp |
| Annual return | 14.88% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $464 | $2,395-80.6% | $3,171-85.4% | $2,755-83.2% |
| Participant deferral / active EE | $2,760 | $3,986-30.8% | $5,016-45.0% | $4,296-35.7% |
| Admin fee / account holder | $34,629 | $8,431+310.7% | $11,033+213.9% | $6,918+400.6% |