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 | $63,386 | $65,041-2.5% | $90,951-30.3% | $79,858-20.6% |
| Participation rate | 45.2% | 61.6%-16.4pp | 69.0%-23.8pp | 69.6%-24.5pp |
| Annual return | 15.88% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,203 | $2,512-52.1% | $3,373-64.3% | $3,740-67.8% |
| Admin fee / account holder | $3,934 | $4,536-13.3% | $5,959-34.0% | $5,306-25.9% |