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 | $49,102 | $49,227-0.3% | $70,449-30.3% | $79,858-38.5% |
| Participation rate | 62.5% | 69.2%-6.7pp | 75.1%-12.6pp | 69.6%-7.1pp |
| Annual return | 17.22% | 30.06%-12.8pp | 109.03%-91.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $309 | $2,099-85.3% | $2,737-88.7% | $2,471-87.5% |
| Participant deferral / active EE | $2,158 | $2,768-22.0% | $3,709-41.8% | $3,740-42.3% |
| Admin fee / account holder | $3,950 | $2,878+37.3% | $3,845+2.7% | $5,306-25.6% |