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 | $50,129 | $81,248-38.3% | $155,509-67.8% | $80,856-38.0% |
| Participation rate | 20.7% | 66.2%-45.5pp | 78.2%-57.5pp | 67.6%-46.9pp |
| Annual return | 12.66% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $215 | $3,100-93.1% | $4,672-95.4% | $2,755-92.2% |
| Participant deferral / active EE | $1,479 | $3,452-57.1% | $5,626-73.7% | $4,296-65.6% |
| Admin fee / account holder | $901,559 | $7,997+11173.3% | $15,912+5565.9% | $6,918+12932.1% |