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 | $44,717 | $80,717-44.6% | $154,803-71.1% | $84,808-47.3% |
| Participation rate | 37.0% | 66.8%-29.8pp | 78.1%-41.0pp | 68.3%-31.3pp |
| Annual return | 15.25% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,430 | $3,303-56.7% | $5,540-74.2% | $4,212-66.0% |
| Admin fee / account holder | $10,099 | $6,746+49.7% | $14,329-29.5% | $7,344+37.5% |