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 | $58,887 | $84,233-30.1% | $170,442-65.5% | $70,131-16.0% |
| Participation rate | 26.0% | 70.8%-44.8pp | 83.6%-57.6pp | 69.5%-43.5pp |
| Annual return | 13.82% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $974 | $3,086-68.4% | $4,939-80.3% | $3,332-70.8% |
| Admin fee / account holder | $912 | $5,698-84.0% | $13,880-93.4% | $4,645-80.4% |