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 | $43,630 | $72,277-39.6% | $101,248-56.9% | $79,858-45.4% |
| Participation rate | 51.0% | 68.5%-17.4pp | 75.8%-24.8pp | 69.6%-18.6pp |
| Annual return | 12.79% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,543 | $3,282+8.0% | $4,370-18.9% | $3,740-5.3% |
| Admin fee / account holder | $7,885 | $4,400+79.2% | $5,945+32.6% | $5,306+48.6% |