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 | $63,003 | $74,661-15.6% | $160,784-60.8% | $67,986-7.3% |
| Participation rate | 61.2% | 57.1%+4.0pp | 77.0%-15.8pp | 57.2%+3.9pp |
| Annual return | 14.17% | 28.83%-14.7pp | 1803.92%-1789.7pp | 31.67%-17.5pp |
| Employer contribution / active EE | $291 | $1,829-84.1% | $3,733-92.2% | $2,019-85.6% |
| Participant deferral / active EE | $3,258 | $3,681-11.5% | $6,293-48.2% | $3,358-3.0% |
| Admin fee / account holder | $2,390 | $3,959-39.6% | $9,717-75.4% | $3,203-25.4% |