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 | $77,407 | $79,449-2.6% | $189,557-59.2% | $85,850-9.8% |
| Participation rate | 51.4% | 66.0%-14.6pp | 78.4%-27.0pp | 69.3%-17.9pp |
| Annual return | 15.13% | 18.45%-3.3pp | 64.17%-49.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,653 | $4,051-9.8% | $6,174-40.8% | $3,952-7.6% |
| Admin fee / account holder | $1,240 | $5,377-76.9% | $9,807-87.4% | $6,260-80.2% |