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 | $97,942 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-64.2% |
| Participation rate | 25.0% | 74.1%-49.1pp | 68.4%-43.4pp | 83.0%-58.0pp |
| Annual return | 8.81% | 2.55%+6.3pp | 5.24%+3.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $553 | $2,962-81.3% | $2,591-78.7% | $5,287-89.5% |
| Admin fee / account holder | $1,472 | $3,725-60.5% | $2,903-49.3% | $10,132-85.5% |