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 | $39,303 | $58,512-32.8% | $84,015-53.2% | $72,985-46.1% |
| Participation rate | 54.3% | 61.2%-6.9pp | 69.0%-14.7pp | 69.5%-15.2pp |
| Annual return | 16.59% | 28.93%-12.3pp | 71.31%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,612 | $2,394-32.7% | $3,239-50.2% | $3,607-55.3% |
| Admin fee / account holder | $771 | $4,569-83.1% | $6,101-87.4% | $5,124-84.9% |