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 | $16,514 | $84,233-80.4% | $170,442-90.3% | $70,131-76.5% |
| Participation rate | 56.0% | 70.8%-14.8pp | 83.6%-27.6pp | 69.5%-13.5pp |
| Annual return | 14.90% | 23.06%-8.2pp | 205.93%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,943 | $3,086-37.0% | $4,939-60.7% | $3,332-41.7% |
| Admin fee / account holder | $8,433 | $5,698+48.0% | $13,880-39.2% | $4,645+81.5% |