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 | $56,173 | $56,060+0.2% | $76,002-26.1% | $80,874-30.5% |
| Participation rate | 39.0% | 62.0%-23.1pp | 69.1%-30.1pp | 67.6%-28.7pp |
| Annual return | 12.80% | 20.54%-7.7pp | 360.07%-347.3pp | 35.62%-22.8pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,663 | $3,051+20.0% | $4,257-14.0% | $4,297-14.8% |
| Admin fee / account holder | $13,836 | $5,237+164.2% | $6,414+115.7% | $6,935+99.5% |