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 | $54,163 | $91,190-40.6% | $178,490-69.7% | $79,858-32.2% |
| Participation rate | 38.5% | 69.2%-30.7pp | 81.9%-43.5pp | 69.6%-31.2pp |
| Annual return | 15.32% | 24.19%-8.9pp | 151.07%-135.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,787 | $3,236-44.8% | $5,202-65.7% | $3,740-52.2% |
| Admin fee / account holder | $641 | $6,751-90.5% | $13,984-95.4% | $5,306-87.9% |