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 | $33,495 | $48,795-31.4% | $65,493-48.9% | $84,808-60.5% |
| Participation rate | 40.7% | 67.0%-26.2pp | 73.1%-32.4pp | 68.3%-27.6pp |
| Annual return | 13.58% | 20.20%-6.6pp | 982.45%-968.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $200 | $1,930-89.7% | $2,574-92.2% | $2,631-92.4% |
| Participant deferral / active EE | $3,731 | $2,928+27.4% | $3,961-5.8% | $4,212-11.4% |
| Admin fee / account holder | $11,411 | $3,877+194.3% | $5,028+126.9% | $7,344+55.4% |