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 | $45,883 | $58,208-21.2% | $81,812-43.9% | $80,856-43.3% |
| Participation rate | 38.2% | 63.4%-25.2pp | 72.3%-34.1pp | 67.6%-29.4pp |
| Annual return | 26.63% | 41.66%-15.0pp | 773.79%-747.2pp | 35.59%-9.0pp |
| Employer contribution / active EE | $201 | $2,340-91.4% | $2,912-93.1% | $2,755-92.7% |
| Participant deferral / active EE | $956 | $3,281-70.9% | $4,319-77.9% | $4,296-77.7% |
| Admin fee / account holder | $26,275 | $4,981+427.5% | $7,386+255.7% | $6,918+279.8% |