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 | $40,146 | $56,897-29.4% | $84,750-52.6% | $62,891-36.2% |
| Participation rate | 69.2% | 68.5%+0.7pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 6.30% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3 | $2,400-99.9% | $3,574-99.9% | $2,281-99.9% |
| Participant deferral / active EE | $2,291 | $2,709-15.4% | $3,712-38.3% | $3,203-28.5% |
| Admin fee / account holder | $1,957 | $3,581-45.3% | $5,332-63.3% | $4,296-54.4% |