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 | $31,398 | $76,367-58.9% | $93,606-66.5% | $72,985-57.0% |
| Participation rate | 37.5% | 71.7%-34.2pp | 75.8%-38.3pp | 69.5%-32.0pp |
| Annual return | 19.71% | 25.82%-6.1pp | 32.76%-13.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,488 | $3,538-57.9% | $4,069-63.4% | $3,607-58.7% |
| Admin fee / account holder | $18,740 | $6,838+174.0% | $7,888+137.6% | $5,124+265.7% |