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 | $25,753 | $53,822-52.2% | $75,696-66.0% | $85,850-70.0% |
| Participation rate | 25.6% | 69.1%-43.5pp | 74.8%-49.3pp | 69.3%-43.7pp |
| Annual return | 15.00% | 24.54%-9.5pp | 104.53%-89.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,326 | $2,895-54.2% | $3,821-65.3% | $3,952-66.4% |
| Admin fee / account holder | $4,216 | $3,343+26.1% | $3,619+16.5% | $6,260-32.7% |