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 | $41,685 | $51,175-18.5% | $70,515-40.9% | $75,163-44.5% |
| Participation rate | 31.4% | 60.9%-29.5pp | 68.3%-36.9pp | 67.2%-35.8pp |
| Annual return | 13.51% | 30.02%-16.5pp | 32.77%-19.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,373 | $2,849-51.8% | $4,567-69.9% | $4,125-66.7% |
| Admin fee / account holder | $8,187 | $4,091+100.1% | $6,412+27.7% | $5,651+44.9% |