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 | $44,717 | $76,407-41.5% | $150,298-70.2% | $82,448-45.8% |
| Participation rate | 37.0% | 66.4%-29.4pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | 15.25% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,430 | $3,214-55.5% | $5,453-73.8% | $4,139-65.5% |
| Admin fee / account holder | $10,099 | $6,352+59.0% | $14,116-28.5% | $7,234+39.6% |