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 | $45,320 | $36,767+23.3% | $81,478-44.4% | $62,292-27.2% |
| Participation rate | 24.8% | 54.4%-29.6pp | 68.0%-43.2pp | 69.5%-44.7pp |
| Annual return | 23.81% | 173.80%-150.0pp | 38.78%-15.0pp | 28.90%-5.1pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,534 | $2,111-27.3% | $3,537-56.6% | $3,169-51.6% |
| Admin fee / account holder | $2,986 | $797+274.5% | $4,561-34.5% | $479+522.8% |