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 | $31,966 | $80,717-60.4% | $154,803-79.4% | $84,808-62.3% |
| Participation rate | 16.5% | 66.8%-50.3pp | 78.1%-61.6pp | 68.3%-51.8pp |
| Annual return | 13.45% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $943 | $3,303-71.5% | $5,540-83.0% | $4,212-77.6% |
| Admin fee / account holder | $2,251 | $6,746-66.6% | $14,329-84.3% | $7,344-69.3% |