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 | $27,809 | $48,076-42.2% | $78,689-64.7% | $62,891-55.8% |
| Participation rate | 41.7% | 65.2%-23.5pp | 73.6%-31.9pp | 69.3%-27.6pp |
| Annual return | 8.97% | 31.35%-22.4pp | 62.18%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,516 | $2,588-41.4% | $3,517-56.9% | $3,203-52.7% |
| Admin fee / account holder | $1,724 | $3,207-46.3% | $4,510-61.8% | $4,296-59.9% |