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 | $49,215 | $57,651-14.6% | $112,229-56.1% | $71,457-31.1% |
| Participation rate | 29.8% | 58.9%-29.2pp | 72.4%-42.7pp | 67.9%-38.2pp |
| Annual return | 14.53% | 18.32%-3.8pp | 30.20%-15.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,124 | $2,863-60.8% | $4,798-76.6% | $4,289-73.8% |
| Admin fee / account holder | $9,758 | $1,581+517.1% | $7,748+25.9% | $1,587+514.7% |