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 | $27,917 | $54,541-48.8% | $78,778-64.6% | $70,131-60.2% |
| Participation rate | 43.6% | 60.8%-17.2pp | 69.2%-25.6pp | 69.5%-26.0pp |
| Annual return | 15.53% | 21.07%-5.5pp | 35.62%-20.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,709 | $2,210-22.7% | $2,958-42.2% | $3,332-48.7% |
| Admin fee / account holder | $417 | $3,709-88.7% | $5,134-91.9% | $4,645-91.0% |