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 | $53,148 | $65,365-18.7% | $92,893-42.8% | $72,985-27.2% |
| Participation rate | 35.4% | 68.3%-32.9pp | 76.0%-40.6pp | 69.5%-34.1pp |
| Annual return | 18.90% | 42.10%-23.2pp | 109.41%-90.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,937 | $3,128-38.1% | $4,236-54.3% | $3,607-46.3% |
| Admin fee / account holder | $603 | $4,251-85.8% | $5,794-89.6% | $5,124-88.2% |