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 | $51,721 | $109,881-52.9% | $150,045-65.5% | $84,808-39.0% |
| Participation rate | 20.7% | 76.1%-55.4pp | 82.3%-61.6pp | 68.3%-47.6pp |
| Annual return | 14.42% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,120 | $6,636-37.9% | $7,997-48.5% | $4,212-2.2% |
| Admin fee / account holder | $33,644 | $8,568+292.7% | $13,435+150.4% | $7,344+358.1% |