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 | $23,056 | $91,190-74.7% | $178,490-87.1% | $79,858-71.1% |
| Participation rate | 61.5% | 69.2%-7.7pp | 81.9%-20.4pp | 69.6%-8.1pp |
| Annual return | 18.16% | 24.19%-6.0pp | 151.07%-132.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $135 | $3,256-95.9% | $5,011-97.3% | $2,471-94.5% |
| Participant deferral / active EE | $1,759 | $3,236-45.6% | $5,202-66.2% | $3,740-53.0% |
| Admin fee / account holder | $1,054 | $6,751-84.4% | $13,984-92.5% | $5,306-80.1% |