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 | $44,019 | $78,705-44.1% | $117,854-62.6% | $70,131-37.2% |
| Participation rate | 45.9% | 73.2%-27.2pp | 79.7%-33.7pp | 69.5%-23.6pp |
| Annual return | 12.68% | 23.30%-10.6pp | 335.08%-322.4pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,674 | $3,297-49.2% | $4,482-62.7% | $3,332-49.8% |
| Admin fee / account holder | $2,126 | $5,065-58.0% | $8,020-73.5% | $4,645-54.2% |