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 | $47,436 | $76,552-38.0% | $123,892-61.7% | $62,891-24.6% |
| Participation rate | 55.6% | 73.0%-17.4pp | 81.4%-25.9pp | 69.3%-13.8pp |
| Annual return | 9.99% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,302 | $4,840-31.8% | $5,984-44.8% | $3,203+3.1% |
| Admin fee / account holder | $1,308 | $4,826-72.9% | $8,357-84.3% | $4,296-69.5% |