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 | $24,757 | $77,899-68.2% | $149,673-83.5% | $75,163-67.1% |
| Participation rate | 35.1% | 65.6%-30.5pp | 78.8%-43.7pp | 67.2%-32.1pp |
| Annual return | 21.75% | 31.72%-10.0pp | 134.42%-112.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | -$50 | $3,137-101.6% | $4,818-101.0% | $2,670-101.9% |
| Participant deferral / active EE | $2,881 | $3,411-15.5% | $5,680-49.3% | $4,125-30.2% |
| Admin fee / account holder | $1,186 | $5,956-80.1% | $13,210-91.0% | $5,651-79.0% |