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 | $20,270 | $52,580-61.4% | $71,671-71.7% | $70,131-71.1% |
| Participation rate | 43.5% | 60.9%-17.4pp | 68.7%-25.3pp | 69.5%-26.1pp |
| Annual return | 21.36% | 20.25%+1.1pp | 20.65%+0.7pp | 73.14%-51.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,258 | $2,386-47.3% | $3,438-63.4% | $3,332-62.2% |
| Admin fee / account holder | $354 | $3,653-90.3% | $5,558-93.6% | $4,645-92.4% |