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 | $45,220 | $49,138-8.0% | $84,015-46.2% | $65,185-30.6% |
| Participation rate | 42.6% | 60.7%-18.2pp | 69.0%-26.4pp | 70.2%-27.6pp |
| Annual return | 22.92% | 23.00%-0.1pp | 71.31%-48.4pp | 29.38%-6.5pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,214 | $2,397-49.4% | $3,239-62.5% | $3,514-65.5% |
| Admin fee / account holder | $2,526 | $543+364.9% | $6,101-58.6% | $847+198.2% |