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 | $56,663 | $70,428-19.5% | $96,562-41.3% | $85,850-34.0% |
| Participation rate | 25.4% | 61.8%-36.4pp | 69.8%-44.4pp | 69.3%-43.9pp |
| Annual return | 15.48% | 18.59%-3.1pp | 37.78%-22.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,617 | $2,894-44.1% | $3,849-58.0% | $3,952-59.1% |
| Admin fee / account holder | $32,349 | $4,997+547.4% | $6,181+423.4% | $6,260+416.8% |