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 | $17,028 | $77,899-78.1% | $149,673-88.6% | $75,163-77.3% |
| Participation rate | 45.5% | 65.6%-20.1pp | 78.8%-33.3pp | 67.2%-21.7pp |
| Annual return | 16.67% | 31.72%-15.1pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $296 | $3,137-90.6% | $4,818-93.9% | $2,670-88.9% |
| Participant deferral / active EE | $1,286 | $3,411-62.3% | $5,680-77.4% | $4,125-68.8% |
| Admin fee / account holder | $1,695 | $5,956-71.5% | $13,210-87.2% | $5,651-70.0% |