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 | $32,571 | $48,364-32.7% | $71,796-54.6% | $62,891-48.2% |
| Participation rate | 44.8% | 60.6%-15.8pp | 69.1%-24.3pp | 69.3%-24.5pp |
| Annual return | 7.66% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,568 | $2,091-25.0% | $2,794-43.9% | $3,203-51.1% |
| Admin fee / account holder | $5,273 | $3,771+39.8% | $4,815+9.5% | $4,296+22.8% |