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 | $39,044 | $69,515-43.8% | $86,874-55.1% | $85,850-54.5% |
| Participation rate | 43.1% | 66.3%-23.2pp | 71.6%-28.6pp | 69.3%-26.2pp |
| Annual return | 11.81% | 20.12%-8.3pp | 63.52%-51.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,792 | $2,919-38.6% | $3,699-51.6% | $3,952-54.7% |
| Admin fee / account holder | $717 | $5,972-88.0% | $5,828-87.7% | $6,260-88.5% |