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 | $9,286 | $37,426-75.2% | $77,482-88.0% | $79,858-88.4% |
| Participation rate | 67.7% | 41.5%+26.2pp | 54.2%+13.6pp | 69.6%-1.9pp |
| Annual return | 19.17% | 39.70%-20.5pp | 54.79%-35.6pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,141 | $1,260-9.5% | $1,861-38.7% | $3,740-69.5% |
| Admin fee / account holder | $465 | $2,504-81.4% | $2,858-83.7% | $5,306-91.2% |