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 | $48,987 | $56,053-12.6% | $75,972-35.5% | $80,856-39.4% |
| Participation rate | 69.6% | 62.0%+7.6pp | 69.1%+0.6pp | 67.6%+2.0pp |
| Annual return | 11.68% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,278 | $3,052+72.9% | $4,255+24.0% | $4,296+22.9% |
| Admin fee / account holder | $16,892 | $5,234+222.8% | $6,467+161.2% | $6,918+144.2% |