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 | $15,198 | $53,127-71.4% | $86,590-82.4% | $70,131-78.3% |
| Participation rate | 64.9% | 65.3%-0.4pp | 73.5%-8.7pp | 69.5%-4.7pp |
| Annual return | 20.20% | 27.66%-7.5pp | 964.84%-944.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,115 | $2,696+89.7% | $3,609+41.7% | $3,332+53.5% |
| Admin fee / account holder | $370 | $3,585-89.7% | $4,906-92.5% | $4,645-92.0% |