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 | $30,254 | $49,227-38.5% | $70,449-57.1% | $79,858-62.1% |
| Participation rate | 20.0% | 69.2%-49.2pp | 75.1%-55.1pp | 69.6%-49.6pp |
| Annual return | 14.22% | 30.06%-15.8pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $71 | $2,099-96.6% | $2,737-97.4% | $2,471-97.1% |
| Participant deferral / active EE | $1,028 | $2,768-62.8% | $3,709-72.3% | $3,740-72.5% |
| Admin fee / account holder | $8,002 | $2,878+178.0% | $3,845+108.1% | $5,306+50.8% |