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 | $35,332 | $49,915-29.2% | $154,803-77.2% | $74,304-52.5% |
| Participation rate | 29.4% | 54.0%-24.5pp | 78.1%-48.7pp | 60.3%-30.9pp |
| Annual return | 12.65% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.8pp |
| Employer contribution / active EE | $221 | $1,611-86.3% | $4,305-94.9% | $2,241-90.1% |
| Participant deferral / active EE | $913 | $2,255-59.5% | $5,540-83.5% | $3,767-75.8% |
| Admin fee / account holder | $5,844 | $2,189+167.0% | $14,329-59.2% | $2,969+96.8% |