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 | $43,993 | $63,346-30.6% | $92,233-52.3% | $70,131-37.3% |
| Participation rate | 59.0% | 68.7%-9.7pp | 76.5%-17.5pp | 69.5%-10.6pp |
| Annual return | 14.18% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $291 | $2,471-88.2% | $3,679-92.1% | $2,342-87.6% |
| Participant deferral / active EE | $1,146 | $2,854-59.9% | $3,897-70.6% | $3,332-65.6% |
| Admin fee / account holder | $4,221 | $3,840+9.9% | $5,194-18.7% | $4,645-9.1% |