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 | $30,956 | $49,227-37.1% | $70,449-56.1% | $79,858-61.2% |
| Participation rate | 38.3% | 69.2%-30.9pp | 75.1%-36.8pp | 69.6%-31.3pp |
| Annual return | 7.58% | 30.06%-22.5pp | 109.03%-101.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $304 | $2,099-85.5% | $2,737-88.9% | $2,471-87.7% |
| Participant deferral / active EE | $1,281 | $2,768-53.7% | $3,709-65.4% | $3,740-65.7% |
| Admin fee / account holder | $474 | $2,878-83.5% | $3,845-87.7% | $5,306-91.1% |