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 | $34,263 | $49,138-30.3% | $84,015-59.2% | $65,185-47.4% |
| Participation rate | 52.5% | 60.7%-8.3pp | 69.0%-16.5pp | 70.2%-17.7pp |
| Annual return | 20.48% | 23.00%-2.5pp | 71.31%-50.8pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,189 | $2,397-8.7% | $3,239-32.4% | $3,514-37.7% |
| Admin fee / account holder | $2,593 | $543+377.2% | $6,101-57.5% | $847+206.1% |