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 | $20,009 | $81,248-75.4% | $155,509-87.1% | $80,856-75.3% |
| Participation rate | 39.6% | 66.2%-26.7pp | 78.2%-38.6pp | 67.6%-28.1pp |
| Annual return | 16.04% | 33.31%-17.3pp | 64.67%-48.6pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,748 | $3,452-49.4% | $5,626-68.9% | $4,296-59.3% |
| Admin fee / account holder | $2,900 | $7,997-63.7% | $15,912-81.8% | $6,918-58.1% |