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 | $14,043 | $35,183-60.1% | $73,545-80.9% | $70,131-80.0% |
| Participation rate | 58.1% | 42.9%+15.2pp | 54.9%+3.2pp | 69.5%-11.4pp |
| Annual return | 22.43% | 26.90%-4.5pp | -15.16%+37.6pp | 73.14%-50.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $528 | $1,220-56.8% | $1,806-70.8% | $3,332-84.2% |
| Admin fee / account holder | $1,067 | $2,302-53.7% | $2,320-54.0% | $4,645-77.0% |