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 | $63,038 | $65,041-3.1% | $90,951-30.7% | $79,858-21.1% |
| Participation rate | 37.2% | 61.6%-24.4pp | 69.0%-31.8pp | 69.6%-32.4pp |
| Annual return | 19.48% | 30.45%-11.0pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,255 | $2,512-50.0% | $3,373-62.8% | $3,740-66.5% |
| Admin fee / account holder | $2,560 | $4,536-43.6% | $5,959-57.0% | $5,306-51.8% |