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 | $67,743 | $58,512+15.8% | $84,015-19.4% | $72,985-7.2% |
| Participation rate | 46.7% | 61.2%-14.6pp | 69.0%-22.3pp | 69.5%-22.8pp |
| Annual return | 19.89% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $17 | $1,163-98.5% | $1,983-99.1% | $2,440-99.3% |
| Participant deferral / active EE | $1,978 | $2,394-17.4% | $3,239-38.9% | $3,607-45.2% |
| Admin fee / account holder | $16,505 | $4,569+261.3% | $6,101+170.5% | $5,124+222.1% |