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 | $40,280 | $84,233-52.2% | $170,442-76.4% | $70,131-42.6% |
| Participation rate | 9.1% | 70.8%-61.7pp | 83.6%-74.5pp | 69.5%-60.5pp |
| Annual return | 18.11% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,241 | $3,086-59.8% | $4,939-74.9% | $3,332-62.8% |
| Admin fee / account holder | $16,110 | $5,698+182.7% | $13,880+16.1% | $4,645+246.8% |