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 | $28,289 | $77,634-63.6% | $156,549-81.9% | $62,891-55.0% |
| Participation rate | 23.9% | 71.2%-47.3pp | 84.0%-60.1pp | 69.3%-45.4pp |
| Annual return | 14.07% | 50.32%-36.3pp | 32.23%-18.2pp | 20.14%-6.1pp |
| Employer contribution / active EE | $130 | $3,444-96.2% | $5,501-97.6% | $2,281-94.3% |
| Participant deferral / active EE | $2,609 | $3,045-14.3% | $4,871-46.4% | $3,203-18.5% |
| Admin fee / account holder | $4,880 | $5,561-12.3% | $13,027-62.5% | $4,296+13.6% |