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 | $18,463 | $32,037-42.4% | $69,182-73.3% | $62,891-70.6% |
| Participation rate | 21.4% | 43.4%-22.0pp | 55.1%-33.7pp | 69.3%-47.9pp |
| Annual return | 8.58% | 15.16%-6.6pp | -21.93%+30.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $930 | $1,185-21.5% | $1,897-51.0% | $3,203-71.0% |
| Admin fee / account holder | $625 | $2,608-76.1% | $2,697-76.8% | $4,296-85.5% |