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 | $60,625 | $215,361-71.8% | $171,082-64.6% | $273,961-77.9% |
| Participation rate | 52.6% | 82.0%-29.4pp | 76.7%-24.1pp | 83.0%-30.4pp |
| Annual return | 6.50% | 25.14%-18.6pp | 32.56%-26.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $258 | $4,967-94.8% | $4,002-93.5% | $4,869-94.7% |
| Participant deferral / active EE | $1,984 | $5,543-64.2% | $4,797-58.6% | $5,287-62.5% |
| Admin fee / account holder | $5,655 | $10,846-47.9% | $8,520-33.6% | $10,132-44.2% |