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 | $29,674 | $48,364-38.6% | $71,796-58.7% | $62,891-52.8% |
| Participation rate | 41.5% | 60.6%-19.1pp | 69.1%-27.6pp | 69.3%-27.8pp |
| Annual return | 9.48% | 13.16%-3.7pp | 78.04%-68.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $138 | $1,042-86.8% | $1,924-92.8% | $2,281-94.0% |
| Participant deferral / active EE | $1,543 | $2,091-26.2% | $2,794-44.8% | $3,203-51.8% |
| Admin fee / account holder | $7,288 | $3,771+93.3% | $4,815+51.4% | $4,296+69.7% |