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 | $53,116 | $59,101-10.1% | $77,163-31.2% | $75,163-29.3% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 16.70% | 26.71%-10.0pp | 37.87%-21.2pp | 160.62%-143.9pp |
| Employer contribution / active EE | $353 | $1,995-82.3% | $2,535-86.1% | $2,670-86.8% |
| Participant deferral / active EE | $5,292 | $2,999+76.5% | $3,833+38.1% | $4,125+28.3% |
| Admin fee / account holder | $7,066 | $4,774+48.0% | $5,472+29.1% | $5,651+25.0% |