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 | $39,916 | $63,346-37.0% | $92,233-56.7% | $70,131-43.1% |
| Participation rate | 51.5% | 68.7%-17.2pp | 76.5%-25.0pp | 69.5%-18.0pp |
| Annual return | 13.68% | 530.12%-516.4pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,884 | $2,854-34.0% | $3,897-51.6% | $3,332-43.4% |
| Admin fee / account holder | $2,330 | $3,840-39.3% | $5,194-55.1% | $4,645-49.8% |