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 | $69,853 | $63,861+9.4% | $104,607-33.2% | $79,858-12.5% |
| Participation rate | 51.1% | 64.9%-13.9pp | 74.1%-23.0pp | 69.6%-18.6pp |
| Annual return | 15.64% | 21.30%-5.7pp | 340.46%-324.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,420 | $2,693+27.0% | $3,740-8.5% | $3,740-8.6% |
| Admin fee / account holder | $1,463 | $4,185-65.1% | $6,473-77.4% | $5,306-72.4% |