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 | $22,925 | $35,183-34.8% | $73,545-68.8% | $70,131-67.3% |
| Participation rate | 25.6% | 42.9%-17.3pp | 54.9%-29.3pp | 69.5%-43.9pp |
| Annual return | 19.76% | 26.90%-7.1pp | -15.16%+34.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $613 | $1,220-49.8% | $1,806-66.1% | $3,332-81.6% |
| Admin fee / account holder | $2,226 | $2,302-3.3% | $2,320-4.0% | $4,645-52.1% |