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 | $28,991 | $58,208-50.2% | $81,812-64.6% | $80,856-64.1% |
| Participation rate | 32.1% | 63.4%-31.3pp | 72.3%-40.2pp | 67.6%-35.5pp |
| Annual return | 12.07% | 41.66%-29.6pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $280 | $2,340-88.0% | $2,912-90.4% | $2,755-89.8% |
| Participant deferral / active EE | $984 | $3,281-70.0% | $4,319-77.2% | $4,296-77.1% |
| Admin fee / account holder | $381 | $4,981-92.3% | $7,386-94.8% | $6,918-94.5% |