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 | $49,885 | $48,795+2.2% | $65,493-23.8% | $84,808-41.2% |
| Participation rate | 28.3% | 67.0%-38.7pp | 73.1%-44.8pp | 68.3%-40.1pp |
| Annual return | 12.52% | 20.20%-7.7pp | 982.45%-969.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,154 | $2,928-26.4% | $3,961-45.6% | $4,212-48.8% |
| Admin fee / account holder | $2,037 | $3,877-47.4% | $5,028-59.5% | $7,344-72.3% |