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 | $56,209 | $88,672-36.6% | $105,223-46.6% | $82,448-31.8% |
| Participation rate | 38.7% | 67.9%-29.2pp | 75.0%-36.3pp | 68.1%-29.4pp |
| Annual return | 15.69% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,077 | $4,036-23.8% | $5,072-39.3% | $4,139-25.7% |
| Admin fee / account holder | $2,060 | $7,146-71.2% | $8,859-76.7% | $7,234-71.5% |