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 | $21,244 | $46,869-54.7% | $122,332-82.6% | $70,131-69.7% |
| Participation rate | 32.0% | 58.2%-26.2pp | 71.6%-39.6pp | 69.5%-37.5pp |
| Annual return | 19.38% | 24.22%-4.8pp | 30.27%-10.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,172 | $2,166-45.9% | $3,287-64.3% | $3,332-64.8% |
| Admin fee / account holder | $662 | $3,322-80.1% | $5,478-87.9% | $4,645-85.8% |