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 | $52,866 | $67,984-22.2% | $65,493-19.3% | $74,304-28.9% |
| Participation rate | 16.9% | 66.3%-49.4pp | 73.1%-56.2pp | 60.3%-43.4pp |
| Annual return | 14.72% | 19.87%-5.1pp | 982.45%-967.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,060 | $3,346-68.3% | $3,961-73.2% | $3,767-71.9% |
| Admin fee / account holder | $1,961 | $1,373+42.8% | $5,028-61.0% | $2,969-34.0% |