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 | $36,122 | $65,041-44.5% | $90,951-60.3% | $79,858-54.8% |
| Participation rate | 28.7% | 61.6%-32.9pp | 69.0%-40.3pp | 69.6%-40.9pp |
| Annual return | 10.53% | 30.45%-19.9pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,179 | $2,512-53.1% | $3,373-65.0% | $3,740-68.5% |
| Admin fee / account holder | $2,530 | $4,536-44.2% | $5,959-57.5% | $5,306-52.3% |