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 | $33,129 | $85,202-61.1% | $172,739-80.8% | $72,985-54.6% |
| Participation rate | 45.6% | 70.1%-24.5pp | 82.6%-37.1pp | 69.5%-23.9pp |
| Annual return | 26.62% | 27.32%-0.7pp | 802.84%-776.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,898 | $3,260+19.6% | $5,198-25.0% | $3,607+8.1% |
| Admin fee / account holder | $1,571 | $5,884-73.3% | $13,954-88.7% | $5,124-69.4% |