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 | $67,593 | $70,669-4.4% | $169,368-60.1% | $75,163-10.1% |
| Participation rate | 42.3% | 64.8%-22.5pp | 77.1%-34.9pp | 67.2%-24.9pp |
| Annual return | 24.33% | 36.36%-12.0pp | 405.60%-381.3pp | 160.62%-136.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,979 | $4,311+15.5% | $6,221-20.0% | $4,125+20.7% |
| Admin fee / account holder | $4,948 | $5,402-8.4% | $9,003-45.0% | $5,651-12.4% |