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 | $39,514 | $57,016-30.7% | $84,966-53.5% | $80,856-51.1% |
| Participation rate | 27.3% | 56.3%-29.1pp | 67.5%-40.2pp | 67.6%-40.4pp |
| Annual return | 12.27% | 21.66%-9.4pp | 66.38%-54.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,741 | $3,110-11.9% | $4,519-39.4% | $4,296-36.2% |
| Admin fee / account holder | $9,390 | $4,980+88.5% | $6,149+52.7% | $6,918+35.7% |