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 | $23,861 | $56,317-57.6% | $71,209-66.5% | $74,304-67.9% |
| Participation rate | 31.3% | 55.1%-23.8pp | 73.8%-42.4pp | 60.3%-29.0pp |
| Annual return | 14.92% | 42.83%-27.9pp | 282.51%-267.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,087 | $2,788-61.0% | $4,175-74.0% | $3,767-71.1% |
| Admin fee / account holder | $1,409 | $2,290-38.4% | $5,349-73.7% | $2,969-52.5% |