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 | $58,952 | $63,764-7.5% | $81,930-28.0% | $79,858-26.2% |
| Participation rate | 41.9% | 67.5%-25.6pp | 72.0%-30.1pp | 69.6%-27.7pp |
| Annual return | 12.38% | 22.66%-10.3pp | 29.49%-17.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,659 | $2,780-40.3% | $7,107-76.7% | $3,740-55.6% |
| Admin fee / account holder | $2,218 | $4,426-49.9% | $5,158-57.0% | $5,306-58.2% |