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 | $84,157 | $94,031-10.5% | $115,768-27.3% | $82,448+2.1% |
| Participation rate | 43.3% | 70.4%-27.1pp | 74.4%-31.1pp | 68.1%-24.7pp |
| Annual return | 17.43% | 20.61%-3.2pp | 100.46%-83.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,902 | $3,972-52.1% | $4,917-61.3% | $4,139-54.1% |
| Admin fee / account holder | $742 | $10,249-92.8% | $12,439-94.0% | $7,234-89.7% |