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 | $27,326 | $56,277-51.4% | $80,975-66.3% | $62,891-56.5% |
| Participation rate | 44.8% | 69.0%-24.1pp | 75.8%-31.0pp | 69.3%-24.5pp |
| Annual return | 11.42% | 22.12%-10.7pp | 17.10%-5.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,805 | $4,195-57.0% | $5,696-68.3% | $3,203-43.6% |
| Admin fee / account holder | $6,035 | $3,741+61.3% | $5,516+9.4% | $4,296+40.5% |