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 | $40,135 | $50,958-21.2% | $74,550-46.2% | $64,186-37.5% |
| Participation rate | 2.5% | 61.1%-58.6pp | 69.1%-66.6pp | 69.6%-67.1pp |
| Annual return | 12.80% | -1.86%+14.7pp | 32.53%-19.7pp | 7.63%+5.2pp |
| Employer contribution / active EE | $164 | $1,115-85.3% | $1,961-91.6% | $2,381-93.1% |
| Participant deferral / active EE | $1,186 | $2,301-48.5% | $3,108-61.8% | $3,470-65.8% |
| Admin fee / account holder | $28,703 | $4,223+579.7% | $5,060+467.3% | $4,888+487.2% |