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 | $41,311 | $59,101-30.1% | $77,163-46.5% | $75,163-45.0% |
| Participation rate | 44.2% | 63.9%-19.6pp | 69.6%-25.3pp | 67.2%-23.0pp |
| Annual return | 13.49% | 26.71%-13.2pp | 37.87%-24.4pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,849 | $2,999-5.0% | $3,833-25.7% | $4,125-30.9% |
| Admin fee / account holder | $9,843 | $4,774+106.2% | $5,472+79.9% | $5,651+74.2% |