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 | $34,394 | $84,233-59.2% | $170,442-79.8% | $70,131-51.0% |
| Participation rate | 52.5% | 70.8%-18.4pp | 83.6%-31.1pp | 69.5%-17.1pp |
| Annual return | 14.42% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $157 | $3,387-95.4% | $5,433-97.1% | $2,342-93.3% |
| Participant deferral / active EE | $1,442 | $3,086-53.3% | $4,939-70.8% | $3,332-56.7% |
| Admin fee / account holder | $4,249 | $5,698-25.4% | $13,880-69.4% | $4,645-8.5% |