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 | $25,807 | $88,672-70.9% | $105,223-75.5% | $82,448-68.7% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.5pp | 68.1%-10.5pp |
| Annual return | 29.75% | 30.86%-1.1pp | 180.65%-150.9pp | 41.64%-11.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,167 | $4,036-46.3% | $5,072-57.3% | $4,139-47.6% |
| Admin fee / account holder | $2,410 | $7,146-66.3% | $8,859-72.8% | $7,234-66.7% |