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 | $84,125 | $116,167-27.6% | $64,489+30.4% | $137,256-38.7% |
| Participation rate | 37.5% | 68.2%-30.7pp | 67.7%-30.2pp | 80.0%-42.5pp |
| Annual return | 13.63% | 36.55%-22.9pp | 55.03%-41.4pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,864 | $4,215-55.8% | $2,778-32.9% | $6,407-70.9% |
| Admin fee / account holder | $14,939 | $6,188+141.4% | $4,260+250.7% | $12,270+21.7% |