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 | $26,125 | $110,261-76.3% | $95,745-72.7% | $139,434-81.3% |
| Participation rate | 54.5% | 75.8%-21.2pp | 72.3%-17.7pp | 80.3%-25.8pp |
| Annual return | 13.31% | 27.11%-13.8pp | 28.35%-15.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,853 | $4,676+3.8% | $4,245+14.3% | $6,710-27.7% |
| Admin fee / account holder | $1,802 | $6,613-72.8% | $5,678-68.3% | $11,403-84.2% |