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 | $26,046 | $49,915-47.8% | $154,803-83.2% | $74,304-64.9% |
| Participation rate | 28.7% | 54.0%-25.3pp | 78.1%-49.4pp | 60.3%-31.7pp |
| Annual return | 17.18% | 34.06%-16.9pp | 58.88%-41.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $93 | $1,611-94.2% | $4,305-97.8% | $2,241-95.8% |
| Participant deferral / active EE | $1,112 | $2,255-50.7% | $5,540-79.9% | $3,767-70.5% |
| Admin fee / account holder | $14,237 | $2,189+550.4% | $14,329-0.6% | $2,969+379.5% |