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 | $18,501 | $48,076-61.5% | $78,689-76.5% | $62,891-70.6% |
| Participation rate | 35.1% | 65.2%-30.1pp | 73.6%-38.4pp | 69.3%-34.2pp |
| Annual return | 6.41% | 31.35%-24.9pp | 62.18%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,246 | $2,588-51.8% | $3,517-64.6% | $3,203-61.1% |
| Admin fee / account holder | $3,204 | $3,207-0.1% | $4,510-29.0% | $4,296-25.4% |