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 | $61,872 | $56,897+8.7% | $84,750-27.0% | $62,891-1.6% |
| Participation rate | 28.6% | 68.5%-40.0pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 6.70% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,295 | $2,709-52.2% | $3,712-65.1% | $3,203-59.6% |
| Admin fee / account holder | $12,405 | $3,581+246.4% | $5,332+132.6% | $4,296+188.8% |