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 | $37,998 | $63,114-39.8% | $92,893-59.1% | $65,185-41.7% |
| Participation rate | 39.1% | 68.8%-29.7pp | 76.0%-36.9pp | 70.2%-31.1pp |
| Annual return | 18.87% | 28.75%-9.9pp | 109.41%-90.5pp | 29.38%-10.5pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,464 | $3,108-52.9% | $4,236-65.4% | $3,514-58.3% |
| Admin fee / account holder | $824 | $624+32.1% | $5,794-85.8% | $847-2.7% |