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 | $144,218 | $108,825+32.5% | $156,181-7.7% | $82,448+74.9% |
| Participation rate | 50.9% | 72.4%-21.5pp | 78.8%-28.0pp | 68.1%-17.2pp |
| Annual return | 14.59% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $343 | $2,870-88.0% | $4,294-92.0% | $2,551-86.6% |
| Participant deferral / active EE | $2,162 | $4,577-52.8% | $6,132-64.7% | $4,139-47.8% |
| Admin fee / account holder | $5,236 | $9,341-43.9% | $14,586-64.1% | $7,234-27.6% |