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 | $24,397 | $62,672-61.1% | $185,117-86.8% | $70,131-65.2% |
| Participation rate | 31.3% | 63.8%-32.5pp | 77.3%-46.0pp | 69.5%-38.3pp |
| Annual return | 18.06% | 40.79%-22.7pp | 40.50%-22.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,326 | $3,272-59.5% | $5,045-73.7% | $3,332-60.2% |
| Admin fee / account holder | $1,626 | $3,932-58.6% | $8,159-80.1% | $4,645-65.0% |