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 | $53,596 | $46,553+15.1% | $64,056-16.3% | $75,163-28.7% |
| Participation rate | 22.2% | 65.9%-43.7pp | 72.3%-50.1pp | 67.2%-45.0pp |
| Annual return | 16.19% | 26.03%-9.8pp | 33.69%-17.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $845 | $2,837-70.2% | $3,880-78.2% | $4,125-79.5% |
| Admin fee / account holder | $4,978 | $2,952+68.6% | $3,068+62.3% | $5,651-11.9% |