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 | $30,260 | $85,766-64.7% | $136,294-77.8% | $70,131-56.9% |
| Participation rate | 59.2% | 74.2%-14.9pp | 81.9%-22.7pp | 69.5%-10.3pp |
| Annual return | 29.24% | 31.45%-2.2pp | 5155.94%-5126.7pp | 73.14%-43.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,658 | $5,051+31.8% | $6,247+6.6% | $3,332+99.8% |
| Admin fee / account holder | $699 | $5,420-87.1% | $9,243-92.4% | $4,645-85.0% |