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 | $47,513 | $54,541-12.9% | $78,778-39.7% | $70,131-32.3% |
| Participation rate | 32.3% | 60.8%-28.5pp | 69.2%-36.9pp | 69.5%-37.3pp |
| Annual return | 13.42% | 21.07%-7.7pp | 35.62%-22.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,486 | $2,210-32.8% | $2,958-49.8% | $3,332-55.4% |
| Admin fee / account holder | $9,257 | $3,709+149.6% | $5,134+80.3% | $4,645+99.3% |