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 | $38,636 | $79,449-51.4% | $189,557-79.6% | $85,850-55.0% |
| Participation rate | 27.5% | 66.0%-38.5pp | 78.4%-50.9pp | 69.3%-41.8pp |
| Annual return | 20.26% | 18.45%+1.8pp | 64.17%-43.9pp | 318.53%-298.3pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,468 | $4,051-39.1% | $6,174-60.0% | $3,952-37.5% |
| Admin fee / account holder | $894 | $5,377-83.4% | $9,807-90.9% | $6,260-85.7% |