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 | $79,975 | $100,901-20.7% | $75,670+5.7% | $147,584-45.8% |
| Participation rate | 40.9% | 77.1%-36.2pp | 72.3%-31.4pp | 82.8%-41.9pp |
| Annual return | 17.60% | 35.78%-18.2pp | 27.34%-9.7pp | 578.55%-560.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,121 | $4,027-72.2% | $3,142-64.3% | $5,439-79.4% |
| Admin fee / account holder | $3,996 | $11,285-64.6% | $5,800-31.1% | $10,885-63.3% |