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 | $58,498 | $77,899-24.9% | $149,673-60.9% | $75,163-22.2% |
| Participation rate | 49.5% | 65.6%-16.1pp | 78.8%-29.3pp | 67.2%-17.7pp |
| Annual return | 17.43% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,279 | $3,411+54.8% | $5,680-7.1% | $4,125+28.0% |
| Admin fee / account holder | $8,710 | $5,956+46.2% | $13,210-34.1% | $5,651+54.1% |