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 | $48,374 | $70,428-31.3% | $96,562-49.9% | $85,850-43.7% |
| Participation rate | 57.5% | 61.8%-4.3pp | 69.8%-12.3pp | 69.3%-11.8pp |
| Annual return | 13.70% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,391 | $2,894-17.4% | $3,849-37.9% | $3,952-39.5% |
| Admin fee / account holder | $9,257 | $4,997+85.3% | $6,181+49.8% | $6,260+47.9% |