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 | $31,105 | $73,933-57.9% | $96,683-67.8% | $75,163-58.6% |
| Participation rate | 44.4% | 66.4%-22.0pp | 74.3%-29.9pp | 67.2%-22.7pp |
| Annual return | 15.22% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,329 | $3,659-9.0% | $4,878-31.8% | $4,125-19.3% |
| Admin fee / account holder | $13,693 | $5,216+162.5% | $6,730+103.5% | $5,651+142.3% |