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 | $28,611 | $46,869-39.0% | $122,332-76.6% | $70,131-59.2% |
| Participation rate | 41.8% | 58.2%-16.4pp | 71.6%-29.8pp | 69.5%-27.7pp |
| Annual return | 18.58% | 24.22%-5.6pp | 30.27%-11.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $221 | $1,288-82.8% | $4,050-94.5% | $2,342-90.5% |
| Participant deferral / active EE | $886 | $2,166-59.1% | $3,287-73.1% | $3,332-73.4% |
| Admin fee / account holder | $698 | $3,322-79.0% | $5,478-87.3% | $4,645-85.0% |