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 | $37,850 | $46,869-19.2% | $122,332-69.1% | $70,131-46.0% |
| Participation rate | 57.6% | 58.2%-0.6pp | 71.6%-14.1pp | 69.5%-12.0pp |
| Annual return | 19.31% | 24.22%-4.9pp | 30.27%-11.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,423 | $2,166-34.3% | $3,287-56.7% | $3,332-57.3% |
| Admin fee / account holder | $491 | $3,322-85.2% | $5,478-91.0% | $4,645-89.4% |