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 | $58,869 | $48,364+21.7% | $71,796-18.0% | $62,891-6.4% |
| Participation rate | 27.1% | 60.6%-33.5pp | 69.1%-42.0pp | 69.3%-42.2pp |
| Annual return | 7.50% | 13.16%-5.7pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $983 | $2,091-53.0% | $2,794-64.8% | $3,203-69.3% |
| Admin fee / account holder | $7,912 | $3,771+109.8% | $4,815+64.3% | $4,296+84.2% |