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 | $58,547 | $91,552-36.1% | $133,956-56.3% | $79,858-26.7% |
| Participation rate | 34.7% | 73.3%-38.7pp | 79.8%-45.1pp | 69.6%-34.9pp |
| Annual return | 10.53% | 61.85%-51.3pp | 45.09%-34.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,478 | $3,733-33.6% | $5,048-50.9% | $3,740-33.7% |
| Admin fee / account holder | $23,469 | $6,321+271.3% | $8,927+162.9% | $5,306+342.3% |