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 | $53,297 | $59,263-10.1% | $96,562-44.8% | $79,386-32.9% |
| Participation rate | 18.9% | 61.9%-43.0pp | 69.8%-50.9pp | 70.7%-51.8pp |
| Annual return | 17.20% | 27.07%-9.9pp | 37.78%-20.6pp | 116.85%-99.6pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,510 | $2,948-48.8% | $3,849-60.8% | $4,046-62.7% |
| Admin fee / account holder | $5,223 | $658+693.2% | $6,181-15.5% | $626+733.7% |