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 | $42,922 | $63,861-32.8% | $104,607-59.0% | $79,858-46.3% |
| Participation rate | 35.7% | 64.9%-29.2pp | 74.1%-38.4pp | 69.6%-33.9pp |
| Annual return | 12.17% | 21.30%-9.1pp | 340.46%-328.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $109 | $1,588-93.2% | $2,681-95.9% | $2,471-95.6% |
| Participant deferral / active EE | $1,127 | $2,693-58.2% | $3,740-69.9% | $3,740-69.9% |
| Admin fee / account holder | $17,808 | $4,185+325.5% | $6,473+175.1% | $5,306+235.6% |