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 | $24,541 | $149,734-83.6% | $118,925-79.4% | $158,922-84.6% |
| Participation rate | 63.6% | 82.1%-18.4pp | 75.4%-11.7pp | 82.0%-18.3pp |
| Annual return | 8.12% | 19.95%-11.8pp | 35.88%-27.8pp | 302.83%-294.7pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,580 | $5,223-69.7% | $4,265-62.9% | $5,982-73.6% |
| Admin fee / account holder | $5,553 | $8,603-35.5% | $6,581-15.6% | $11,246-50.6% |