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 | $77,749 | $59,097+31.6% | $82,389-5.6% | $74,304+4.6% |
| Participation rate | 31.3% | 52.8%-21.5pp | 69.5%-38.2pp | 60.3%-29.0pp |
| Annual return | 19.45% | 22.85%-3.4pp | 28.67%-9.2pp | 29.43%-10.0pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,020 | $2,775-27.2% | $4,155-51.4% | $3,767-46.4% |
| Admin fee / account holder | $6,644 | $4,489+48.0% | $7,231-8.1% | $2,969+123.8% |