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 | $55,121 | $71,050-22.4% | $93,606-41.1% | $80,856-31.8% |
| Participation rate | 51.3% | 60.4%-9.1pp | 68.7%-17.4pp | 67.6%-16.4pp |
| Annual return | 12.62% | 11.26%+1.4pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,562 | $4,034-11.7% | $4,411-19.2% | $4,296-17.1% |
| Admin fee / account holder | $17,208 | $6,945+147.8% | $8,285+107.7% | $6,918+148.7% |