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 | $36,010 | $53,127-32.2% | $86,590-58.4% | $70,131-48.7% |
| Participation rate | 51.9% | 65.3%-13.5pp | 73.5%-21.7pp | 69.5%-17.7pp |
| Annual return | 16.14% | 27.66%-11.5pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,040 | $2,696-61.4% | $3,609-71.2% | $3,332-68.8% |
| Admin fee / account holder | $687 | $3,585-80.8% | $4,906-86.0% | $4,645-85.2% |