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 | $52,952 | $77,314-31.5% | $177,989-70.2% | $80,856-34.5% |
| Participation rate | 38.2% | 65.7%-27.5pp | 77.1%-38.8pp | 67.6%-29.4pp |
| Annual return | 13.83% | 18.09%-4.3pp | 294.48%-280.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,582 | $4,411-18.8% | $6,276-42.9% | $4,296-16.6% |
| Admin fee / account holder | $13,720 | $7,191+90.8% | $10,363+32.4% | $6,918+98.3% |