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 7-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 | $43,268 | $100,923-57.1% | $150,045-71.2% | $74,304-41.8% |
| Participation rate | 47.6% | 70.1%-22.5pp | 82.3%-34.8pp | 60.3%-12.8pp |
| Annual return | 21.03% | 51.77%-30.7pp | 62.55%-41.5pp | 29.43%-8.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,456 | $6,709-48.5% | $7,997-56.8% | $3,767-8.3% |
| Admin fee / account holder | $1,025 | $2,767-63.0% | $13,435-92.4% | $2,969-65.5% |