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 | $38,449 | $61,272-37.2% | $149,673-74.3% | $71,457-46.2% |
| Participation rate | 25.4% | 62.5%-37.1pp | 78.8%-53.3pp | 67.9%-42.5pp |
| Annual return | 21.32% | 35.85%-14.5pp | 134.42%-113.1pp | 28.85%-7.5pp |
| Employer contribution / active EE | $221 | $2,378-90.7% | $4,818-95.4% | $2,588-91.5% |
| Participant deferral / active EE | $909 | $2,917-68.8% | $5,680-84.0% | $4,289-78.8% |
| Admin fee / account holder | $7,788 | $1,261+517.5% | $13,210-41.0% | $1,587+390.7% |