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 | $57,504 | $99,985-42.5% | $146,665-60.8% | $85,850-33.0% |
| Participation rate | 61.4% | 73.1%-11.7pp | 80.1%-18.7pp | 69.3%-8.0pp |
| Annual return | 13.25% | 18.93%-5.7pp | 22.74%-9.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,611 | $4,006+40.1% | $5,506+1.9% | $3,952+42.0% |
| Admin fee / account holder | $4,893 | $7,702-36.5% | $10,280-52.4% | $6,260-21.8% |