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 | $88,001 | $88,672-0.8% | $105,223-16.4% | $82,448+6.7% |
| Participation rate | 39.4% | 67.9%-28.5pp | 75.0%-35.7pp | 68.1%-28.7pp |
| Annual return | 13.25% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $494 | $3,048-83.8% | $3,689-86.6% | $2,551-80.6% |
| Participant deferral / active EE | $1,798 | $4,036-55.4% | $5,072-64.5% | $4,139-56.6% |
| Admin fee / account holder | $3,007 | $7,146-57.9% | $8,859-66.1% | $7,234-58.4% |