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 | $31,079 | $37,426-17.0% | $77,482-59.9% | $79,858-61.1% |
| Participation rate | 60.4% | 41.5%+18.9pp | 54.2%+6.2pp | 69.6%-9.2pp |
| Annual return | 13.51% | 39.70%-26.2pp | 54.79%-41.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,131 | $1,260-10.3% | $1,861-39.2% | $3,740-69.8% |
| Admin fee / account holder | $5,185 | $2,504+107.1% | $2,858+81.4% | $5,306-2.3% |