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 | $55,557 | $56,053-0.9% | $75,972-26.9% | $80,856-31.3% |
| Participation rate | 36.4% | 62.0%-25.7pp | 69.1%-32.7pp | 67.6%-31.3pp |
| Annual return | 12.02% | 20.53%-8.5pp | 359.55%-347.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $283 | $1,874-84.9% | $2,685-89.5% | $2,755-89.7% |
| Participant deferral / active EE | $1,586 | $3,052-48.0% | $4,255-62.7% | $4,296-63.1% |
| Admin fee / account holder | $12,750 | $5,234+143.6% | $6,467+97.2% | $6,918+84.3% |