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 | $46,823 | $72,492-35.4% | $87,100-46.2% | $72,985-35.8% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.9%-39.4pp | 69.5%-32.0pp |
| Annual return | 23.71% | 24.46%-0.7pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,555 | $3,270-52.5% | $4,049-61.6% | $3,607-56.9% |
| Admin fee / account holder | $4,393 | $5,055-13.1% | $7,497-41.4% | $5,124-14.3% |