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 | $22,412 | $45,073-50.3% | $69,455-67.7% | $72,985-69.3% |
| Participation rate | 36.8% | 68.5%-31.7pp | 74.6%-37.8pp | 69.5%-32.6pp |
| Annual return | 21.42% | 22.65%-1.2pp | 28.97%-7.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,137 | $2,602-17.9% | $3,535-39.6% | $3,607-40.8% |
| Admin fee / account holder | $2,140 | $3,056-30.0% | $3,839-44.3% | $5,124-58.2% |