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 | $36,825 | $63,346-41.9% | $92,233-60.1% | $70,131-47.5% |
| Participation rate | 57.4% | 68.7%-11.3pp | 76.5%-19.1pp | 69.5%-12.1pp |
| Annual return | 18.20% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,672 | $2,854-41.4% | $3,897-57.1% | $3,332-49.8% |
| Admin fee / account holder | $628 | $3,840-83.7% | $5,194-87.9% | $4,645-86.5% |