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 | $16,920 | $48,230-64.9% | $67,502-74.9% | $80,856-79.1% |
| Participation rate | 50.6% | 66.4%-15.8pp | 72.9%-22.3pp | 67.6%-17.0pp |
| Annual return | 15.85% | 18.28%-2.4pp | 3512.12%-3496.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $243 | $2,020-87.9% | $2,731-91.1% | $2,755-91.2% |
| Participant deferral / active EE | $795 | $2,924-72.8% | $4,000-80.1% | $4,296-81.5% |
| Admin fee / account holder | $3,265 | $3,681-11.3% | $3,998-18.3% | $6,918-52.8% |