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 | $39,978 | $56,277-29.0% | $80,975-50.6% | $62,891-36.4% |
| Participation rate | 58.1% | 69.0%-10.9pp | 75.8%-17.7pp | 69.3%-11.2pp |
| Annual return | 17.29% | 22.12%-4.8pp | 17.10%+0.2pp | 20.14%-2.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,744 | $4,195+60.8% | $5,696+18.4% | $3,203+110.6% |
| Admin fee / account holder | $1,568 | $3,741-58.1% | $5,516-71.6% | $4,296-63.5% |