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 | $30,619 | $72,492-57.8% | $87,100-64.8% | $72,985-58.0% |
| Participation rate | 37.0% | 72.8%-35.8pp | 76.9%-39.8pp | 69.5%-32.4pp |
| Annual return | 18.05% | 24.46%-6.4pp | 28.19%-10.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,476 | $3,270-54.9% | $4,049-63.6% | $3,607-59.1% |
| Admin fee / account holder | $897 | $5,055-82.2% | $7,497-88.0% | $5,124-82.5% |