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 | $138,480 | $181,894-23.9% | $156,549-11.5% | $273,961-49.5% |
| Participation rate | 61.1% | 88.4%-27.3pp | 84.0%-22.9pp | 83.0%-21.9pp |
| Annual return | 7.97% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,787 | $5,550+40.3% | $4,871+59.9% | $5,287+47.3% |
| Admin fee / account holder | $6,531 | $15,559-58.0% | $13,027-49.9% | $10,132-35.5% |