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 | $15,270 | $43,075-64.5% | $74,583-79.5% | $62,891-75.7% |
| Participation rate | 52.5% | 58.1%-5.6pp | 68.1%-15.6pp | 69.3%-16.8pp |
| Annual return | 11.85% | 17.50%-5.7pp | 20.47%-8.6pp | 20.14%-8.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,054 | $2,389+69.7% | $3,458+17.2% | $3,203+26.6% |
| Admin fee / account holder | $1,111 | $2,840-60.9% | $4,138-73.1% | $4,296-74.1% |