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 | $37,023 | $96,557-61.7% | $80,975-54.3% | $273,961-86.5% |
| Participation rate | 43.5% | 79.1%-35.6pp | 75.8%-32.3pp | 83.0%-39.5pp |
| Annual return | 11.11% | 15.14%-4.0pp | 17.10%-6.0pp | 41.45%-30.3pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,788 | $6,598+2.9% | $5,696+19.2% | $5,287+28.4% |
| Admin fee / account holder | $7,811 | $7,492+4.3% | $5,516+41.6% | $10,132-22.9% |