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 7-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 | $15,546 | $57,016-72.7% | $84,966-81.7% | $80,856-80.8% |
| Participation rate | 34.4% | 56.3%-22.0pp | 67.5%-33.1pp | 67.6%-33.3pp |
| Annual return | 12.78% | 21.66%-8.9pp | 66.38%-53.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,498 | $3,110-51.8% | $4,519-66.9% | $4,296-65.1% |
| Admin fee / account holder | $4,605 | $4,980-7.5% | $6,149-25.1% | $6,918-33.4% |