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 | $74,554 | $77,899-4.3% | $149,673-50.2% | $75,163-0.8% |
| Participation rate | 41.7% | 65.6%-23.9pp | 78.8%-37.1pp | 67.2%-25.5pp |
| Annual return | 14.79% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $360 | $3,137-88.5% | $4,818-92.5% | $2,670-86.5% |
| Participant deferral / active EE | $1,392 | $3,411-59.2% | $5,680-75.5% | $4,125-66.2% |
| Admin fee / account holder | $18,581 | $5,956+212.0% | $13,210+40.7% | $5,651+228.8% |