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 | $56,418 | $65,557-13.9% | $64,056-11.9% | $71,457-21.0% |
| Participation rate | 39.2% | 73.2%-33.9pp | 72.3%-33.1pp | 67.9%-28.7pp |
| Annual return | 16.09% | 18.94%-2.9pp | 33.69%-17.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,573 | $3,626-56.6% | $3,880-59.5% | $4,289-63.3% |
| Admin fee / account holder | $868 | $616+41.0% | $3,068-71.7% | $1,587-45.3% |