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 | $22,457 | $65,365-65.6% | $92,893-75.8% | $72,985-69.2% |
| Participation rate | 55.1% | 68.3%-13.2pp | 76.0%-20.9pp | 69.5%-14.4pp |
| Annual return | 21.48% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $580 | $2,594-77.7% | $3,653-84.1% | $2,440-76.2% |
| Participant deferral / active EE | $1,672 | $3,128-46.6% | $4,236-60.5% | $3,607-53.7% |
| Admin fee / account holder | $2,311 | $4,251-45.6% | $5,794-60.1% | $5,124-54.9% |