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 | $53,848 | $102,317-47.4% | $146,958-63.4% | $80,856-33.4% |
| Participation rate | 39.6% | 75.8%-36.2pp | 82.2%-42.6pp | 67.6%-28.1pp |
| Annual return | 16.04% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,446 | $6,644-48.1% | $8,070-57.3% | $4,296-19.8% |
| Admin fee / account holder | $12,801 | $7,941+61.2% | $12,998-1.5% | $6,918+85.0% |