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 5-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 | $39,344 | $78,520-49.9% | $96,576-59.3% | $82,448-52.3% |
| Participation rate | 18.5% | 77.7%-59.2pp | 81.4%-62.9pp | 68.1%-49.5pp |
| Annual return | 19.30% | 41.30%-22.0pp | 38.47%-19.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,948 | $6,754-26.7% | $7,956-37.8% | $4,139+19.5% |
| Admin fee / account holder | $1,326 | $13,455-90.1% | $11,381-88.4% | $7,234-81.7% |