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 | $34,083 | $65,561-48.0% | $91,541-62.8% | $74,304-54.1% |
| Participation rate | 30.9% | 56.6%-25.7pp | 69.8%-38.9pp | 60.3%-29.5pp |
| Annual return | 18.44% | 17.68%+0.8pp | 20.50%-2.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $272 | $1,717-84.2% | $2,505-89.2% | $2,241-87.9% |
| Participant deferral / active EE | $1,088 | $2,918-62.7% | $4,008-72.9% | $3,767-71.1% |
| Admin fee / account holder | $2,501 | $3,333-24.9% | $6,956-64.0% | $2,969-15.8% |