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 | $68,674 | $65,365+5.1% | $92,893-26.1% | $72,985-5.9% |
| Participation rate | 36.2% | 68.3%-32.1pp | 76.0%-39.8pp | 69.5%-33.3pp |
| Annual return | 16.75% | 42.10%-25.3pp | 109.41%-92.7pp | 81.00%-64.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,114 | $3,128-32.4% | $4,236-50.1% | $3,607-41.4% |
| Admin fee / account holder | $2,210 | $4,251-48.0% | $5,794-61.8% | $5,124-56.9% |