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 | $49,873 | $65,041-23.3% | $90,951-45.2% | $79,858-37.5% |
| Participation rate | 48.2% | 61.6%-13.4pp | 69.0%-20.8pp | 69.6%-21.4pp |
| Annual return | 10.22% | 30.45%-20.2pp | 134.60%-124.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,442 | $2,512-42.6% | $3,373-57.3% | $3,740-61.5% |
| Admin fee / account holder | $2,736 | $4,536-39.7% | $5,959-54.1% | $5,306-48.4% |