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 | $38,699 | $51,878-25.4% | $68,368-43.4% | $79,634-51.4% |
| Participation rate | 24.2% | 53.7%-29.5pp | 73.8%-49.5pp | 62.5%-38.3pp |
| Annual return | 12.35% | 137.43%-125.1pp | 292.57%-280.2pp | 36.46%-24.1pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,332 | $2,577-48.3% | $4,123-67.7% | $3,835-65.3% |
| Admin fee / account holder | $2,358 | $942+150.3% | $5,150-54.2% | $1,002+135.4% |