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 | $41,918 | $121,625-65.5% | $104,607-59.9% | $158,922-73.6% |
| Participation rate | 53.3% | 77.5%-24.2pp | 74.1%-20.7pp | 82.0%-28.6pp |
| Annual return | 4.14% | 465.26%-461.1pp | 340.46%-336.3pp | 302.83%-298.7pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,069 | $4,177-74.4% | $3,740-71.4% | $5,982-82.1% |
| Admin fee / account holder | $4,333 | $7,787-44.3% | $6,473-33.1% | $11,246-61.5% |