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 | $42,349 | $63,346-33.1% | $92,233-54.1% | $70,131-39.6% |
| Participation rate | 42.5% | 68.7%-26.2pp | 76.5%-34.0pp | 69.5%-27.0pp |
| Annual return | 13.21% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $45 | $2,471-98.2% | $3,679-98.8% | $2,342-98.1% |
| Participant deferral / active EE | $1,723 | $2,854-39.6% | $3,897-55.8% | $3,332-48.3% |
| Admin fee / account holder | $10,260 | $3,840+167.2% | $5,194+97.6% | $4,645+120.9% |