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 | $76,398 | $81,460-6.2% | $103,333-26.1% | $80,856-5.5% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.6%-39.1pp |
| Annual return | 17.77% | 25.55%-7.8pp | 24.88%-7.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $623 | $3,105-79.9% | $3,868-83.9% | $2,755-77.4% |
| Participant deferral / active EE | $2,605 | $3,869-32.7% | $5,057-48.5% | $4,296-39.4% |
| Admin fee / account holder | $1,867 | $6,566-71.6% | $8,355-77.7% | $6,918-73.0% |