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 | $60,086 | $39,122+53.6% | $57,179+5.1% | $62,891-4.5% |
| Participation rate | 47.3% | 70.5%-23.2pp | 75.3%-28.1pp | 69.3%-22.0pp |
| Annual return | 6.66% | 9.23%-2.6pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,423 | $2,374-40.1% | $3,096-54.0% | $3,203-55.6% |
| Admin fee / account holder | $4,227 | $2,592+63.1% | $3,139+34.7% | $4,296-1.6% |