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 | $15,867 | $84,233-81.2% | $170,442-90.7% | $70,131-77.4% |
| Participation rate | 41.7% | 70.8%-29.2pp | 83.6%-41.9pp | 69.5%-27.9pp |
| Annual return | 22.27% | 23.06%-0.8pp | 205.93%-183.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,287 | $3,086+6.5% | $4,939-33.4% | $3,332-1.3% |
| Admin fee / account holder | $428 | $5,698-92.5% | $13,880-96.9% | $4,645-90.8% |