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 | $61,488 | $123,793-50.3% | $177,821-65.4% | $79,858-23.0% |
| Participation rate | 67.9% | 84.7%-16.8pp | 87.7%-19.9pp | 69.6%-1.8pp |
| Annual return | 19.24% | 22.82%-3.6pp | 48.32%-29.1pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,162 | $5,956-46.9% | $7,714-59.0% | $3,740-15.5% |
| Admin fee / account holder | $650 | $7,243-91.0% | $12,427-94.8% | $5,306-87.7% |