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 | $16,561 | $71,829-76.9% | $69,780-76.3% | $142,382-88.4% |
| Participation rate | 42.1% | 81.6%-39.4pp | 79.3%-37.2pp | 80.1%-38.0pp |
| Annual return | 19.96% | 31.01%-11.0pp | 26.31%-6.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,334 | $6,819-65.8% | $6,164-62.1% | $6,507-64.1% |
| Admin fee / account holder | $1,859 | $7,818-76.2% | $7,285-74.5% | $12,624-85.3% |