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 | $38,769 | $67,984-43.0% | $65,493-40.8% | $74,304-47.8% |
| Participation rate | 45.3% | 66.3%-21.0pp | 73.1%-27.7pp | 60.3%-15.0pp |
| Annual return | 19.79% | 19.87%-0.1pp | 982.45%-962.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $367 | $2,491-85.3% | $2,574-85.7% | $2,241-83.6% |
| Participant deferral / active EE | $1,590 | $3,346-52.5% | $3,961-59.8% | $3,767-57.8% |
| Admin fee / account holder | $2,927 | $1,373+113.2% | $5,028-41.8% | $2,969-1.4% |