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 | $48,095 | $72,277-33.5% | $101,248-52.5% | $79,858-39.8% |
| Participation rate | 48.8% | 68.5%-19.7pp | 75.8%-27.0pp | 69.6%-20.9pp |
| Annual return | 18.13% | 22.30%-4.2pp | 46.47%-28.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,740 | $3,282+44.4% | $4,370+8.5% | $3,740+26.7% |
| Admin fee / account holder | $1,198 | $4,400-72.8% | $5,945-79.8% | $5,306-77.4% |