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 | $31,851 | $102,317-68.9% | $146,958-78.3% | $80,856-60.6% |
| Participation rate | 47.0% | 75.8%-28.8pp | 82.2%-35.2pp | 67.6%-20.7pp |
| Annual return | 13.42% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,508 | $6,644-47.2% | $8,070-56.5% | $4,296-18.3% |
| Admin fee / account holder | $3,931 | $7,941-50.5% | $12,998-69.8% | $6,918-43.2% |