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 | $81,014 | $57,065+42.0% | $75,670+7.1% | $70,131+15.5% |
| Participation rate | 24.7% | 68.1%-43.4pp | 72.3%-47.7pp | 69.5%-44.8pp |
| Annual return | 15.01% | 23.57%-8.6pp | 27.34%-12.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,667 | $2,580-35.4% | $3,142-47.0% | $3,332-50.0% |
| Admin fee / account holder | $21,309 | $3,825+457.1% | $5,800+267.4% | $4,645+358.7% |