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 | $23,946 | $101,069-76.3% | $81,478-70.6% | $147,584-83.8% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 18.53% | 32.40%-13.9pp | 38.78%-20.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,542 | $4,242-40.1% | $3,537-28.1% | $5,439-53.3% |
| Admin fee / account holder | $418 | $5,812-92.8% | $4,561-90.8% | $10,885-96.2% |