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 | $52,868 | $77,899-32.1% | $149,673-64.7% | $75,163-29.7% |
| Participation rate | 37.2% | 65.6%-28.4pp | 78.8%-41.6pp | 67.2%-30.0pp |
| Annual return | 16.99% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $375 | $3,137-88.0% | $4,818-92.2% | $2,670-86.0% |
| Participant deferral / active EE | $1,737 | $3,411-49.1% | $5,680-69.4% | $4,125-57.9% |
| Admin fee / account holder | $18,078 | $5,956+203.5% | $13,210+36.9% | $5,651+219.9% |