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 | $26,754 | $34,308-22.0% | $74,701-64.2% | $72,985-63.3% |
| Participation rate | 61.3% | 42.4%+18.9pp | 54.5%+6.8pp | 69.5%-8.2pp |
| Annual return | 24.32% | 26.58%-2.3pp | 752.92%-728.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,452 | $1,271+250.2% | $1,964+126.7% | $3,607+23.4% |
| Admin fee / account holder | $4,262 | $2,124+100.6% | $3,333+27.9% | $5,124-16.8% |