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 | $37,751 | $95,416-60.4% | $185,823-79.7% | $85,850-56.0% |
| Participation rate | 53.3% | 68.8%-15.4pp | 81.7%-28.4pp | 69.3%-16.0pp |
| Annual return | 12.07% | 23.59%-11.5pp | 122.05%-110.0pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,778 | $3,423+10.4% | $5,568-32.1% | $3,952-4.4% |
| Admin fee / account holder | $10,798 | $7,213+49.7% | $16,237-33.5% | $6,260+72.5% |