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 | $64,610 | $63,346+2.0% | $92,233-29.9% | $70,131-7.9% |
| Participation rate | 46.2% | 68.7%-22.5pp | 76.5%-30.3pp | 69.5%-23.4pp |
| Annual return | 17.68% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $25 | $2,471-99.0% | $3,679-99.3% | $2,342-98.9% |
| Participant deferral / active EE | $3,220 | $2,854+12.8% | $3,897-17.4% | $3,332-3.4% |
| Admin fee / account holder | $2,547 | $3,840-33.7% | $5,194-51.0% | $4,645-45.2% |