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 | $29,551 | $63,355-53.4% | $91,989-67.9% | $72,985-59.5% |
| Participation rate | 22.6% | 72.5%-49.9pp | 78.6%-56.0pp | 69.5%-46.9pp |
| Annual return | 26.78% | 35.35%-8.6pp | 69.02%-42.2pp | 81.00%-54.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,321 | $4,883-52.5% | $5,923-60.8% | $3,607-35.7% |
| Admin fee / account holder | $677 | $4,668-85.5% | $7,743-91.3% | $5,124-86.8% |