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 | $52,364 | $53,053-1.3% | $126,539-58.6% | $74,304-29.5% |
| Participation rate | 30.2% | 48.0%-17.8pp | 69.8%-39.6pp | 60.3%-30.1pp |
| Annual return | 15.97% | 29.46%-13.5pp | 425.95%-410.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $221 | $1,168-81.1% | $3,674-94.0% | $2,241-90.1% |
| Participant deferral / active EE | $1,214 | $2,303-47.3% | $4,083-70.3% | $3,767-67.8% |
| Admin fee / account holder | $13,046 | $3,698+252.8% | $6,065+115.1% | $2,969+339.4% |