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 | $56,028 | $58,851-4.8% | $115,157-51.3% | $72,985-23.2% |
| Participation rate | 63.6% | 65.5%-1.9pp | 75.9%-12.3pp | 69.5%-5.8pp |
| Annual return | 18.53% | 23.16%-4.6pp | 35.60%-17.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,139 | $2,643-19.1% | $4,168-48.7% | $3,607-40.7% |
| Admin fee / account holder | $18,347 | $6,370+188.0% | $7,088+158.9% | $5,124+258.0% |