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 | $35,443 | $35,183+0.7% | $73,545-51.8% | $70,131-49.5% |
| Participation rate | 40.0% | 42.9%-2.9pp | 54.9%-14.9pp | 69.5%-29.5pp |
| Annual return | 17.26% | 26.90%-9.6pp | -15.16%+32.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $608 | $1,220-50.2% | $1,806-66.4% | $3,332-81.8% |
| Admin fee / account holder | $5,622 | $2,302+144.2% | $2,320+142.4% | $4,645+21.0% |