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 | $83,275 | $65,041+28.0% | $90,951-8.4% | $79,858+4.3% |
| Participation rate | 29.4% | 61.6%-32.2pp | 69.0%-39.6pp | 69.6%-40.2pp |
| Annual return | 15.14% | 30.45%-15.3pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,263 | $2,512-49.7% | $3,373-62.6% | $3,740-66.2% |
| Admin fee / account holder | $2,323 | $4,536-48.8% | $5,959-61.0% | $5,306-56.2% |