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 | $79,783 | $30,400+162.4% | $53,898+48.0% | $84,808-5.9% |
| Participation rate | 41.0% | 46.4%-5.4pp | 55.0%-13.9pp | 68.3%-27.3pp |
| Annual return | 16.72% | 500.19%-483.5pp | 528.60%-511.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,638 | $1,199+120.1% | $1,826+44.4% | $4,212-37.4% |
| Admin fee / account holder | $1,684 | $1,993-15.5% | $2,491-32.4% | $7,344-77.1% |