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 | $72,828 | $72,012+1.1% | $185,823-60.8% | $79,858-8.8% |
| Participation rate | 46.0% | 65.8%-19.8pp | 78.0%-32.0pp | 69.6%-23.6pp |
| Annual return | 13.30% | 23.12%-9.8pp | 35.95%-22.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,123 | $3,779-43.8% | $5,632-62.3% | $3,740-43.2% |
| Admin fee / account holder | $1,892 | $4,513-58.1% | $9,500-80.1% | $5,306-64.3% |