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 | $74,409 | $77,634-4.2% | $156,549-52.5% | $62,891+18.3% |
| Participation rate | 9.5% | 71.2%-61.7pp | 84.0%-74.5pp | 69.3%-59.8pp |
| Annual return | 7.25% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,024 | $3,045-66.4% | $4,871-79.0% | $3,203-68.0% |
| Admin fee / account holder | $5,934 | $5,561+6.7% | $13,027-54.5% | $4,296+38.1% |