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 | $30,203 | $45,035-32.9% | $62,995-52.1% | $70,131-56.9% |
| Participation rate | 57.6% | 69.5%-11.9pp | 74.8%-17.2pp | 69.5%-12.0pp |
| Annual return | 12.18% | 18.76%-6.6pp | 87.57%-75.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $938 | $2,465-61.9% | $3,329-71.8% | $3,332-71.8% |
| Admin fee / account holder | $15,089 | $2,834+432.4% | $3,600+319.1% | $4,645+224.8% |