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 | $38,598 | $73,867-47.7% | $143,757-73.2% | $68,494-43.6% |
| Participation rate | 37.3% | 66.7%-29.3pp | 80.3%-43.0pp | 67.9%-30.5pp |
| Annual return | 13.32% | 1.01%+12.3pp | -0.04%+13.4pp | -7.84%+21.2pp |
| Employer contribution / active EE | $380 | $3,184-88.1% | $4,951-92.3% | $2,596-85.4% |
| Participant deferral / active EE | $2,156 | $3,384-36.3% | $5,637-61.8% | $4,027-46.5% |
| Admin fee / account holder | $486 | $5,755-91.6% | $14,673-96.7% | $5,403-91.0% |