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 | $20,634 | $55,706-63.0% | $75,886-72.8% | $72,985-71.7% |
| Participation rate | 69.9% | 61.1%+8.7pp | 69.3%+0.6pp | 69.5%+0.4pp |
| Annual return | 20.76% | 27.59%-6.8pp | 30.76%-10.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,137 | $2,634+19.1% | $3,603-12.9% | $3,607-13.1% |
| Admin fee / account holder | $1,750 | $3,978-56.0% | $5,418-67.7% | $5,124-65.8% |