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 | $28,537 | $46,869-39.1% | $122,332-76.7% | $70,131-59.3% |
| Participation rate | 48.3% | 58.2%-9.9pp | 71.6%-23.4pp | 69.5%-21.3pp |
| Annual return | 17.41% | 24.22%-6.8pp | 30.27%-12.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,018 | $2,166-6.9% | $3,287-38.6% | $3,332-39.4% |
| Admin fee / account holder | $8,909 | $3,322+168.1% | $5,478+62.6% | $4,645+91.8% |