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 | $26,572 | $84,233-68.5% | $170,442-84.4% | $70,131-62.1% |
| Participation rate | 9.7% | 70.8%-61.2pp | 83.6%-73.9pp | 69.5%-59.9pp |
| Annual return | 19.99% | 23.06%-3.1pp | 205.93%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,170 | $3,086-62.1% | $4,939-76.3% | $3,332-64.9% |
| Admin fee / account holder | $19,291 | $5,698+238.6% | $13,880+39.0% | $4,645+315.3% |