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 | $61,912 | $142,405-56.5% | $115,157-46.2% | $152,861-59.5% |
| Participation rate | 53.3% | 82.4%-29.0pp | 75.9%-22.6pp | 82.4%-29.1pp |
| Annual return | 16.25% | 41.48%-25.2pp | 35.60%-19.3pp | 345.32%-329.1pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,255 | $5,164-56.3% | $4,168-45.9% | $5,850-61.5% |
| Admin fee / account holder | $15,718 | $8,462+85.7% | $7,088+121.8% | $11,596+35.5% |