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 | $46,311 | $67,411-31.3% | $91,001-49.1% | $70,131-34.0% |
| Participation rate | 14.9% | 71.4%-56.5pp | 75.6%-60.7pp | 69.5%-54.6pp |
| Annual return | 20.03% | -40.16%+60.2pp | 4.60%+15.4pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,645 | $2,823-41.7% | $3,547-53.6% | $3,332-50.6% |
| Admin fee / account holder | $1,985 | $4,236-53.1% | $5,417-63.4% | $4,645-57.3% |