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 | $22,096 | $39,122-43.5% | $57,179-61.4% | $62,891-64.9% |
| Participation rate | 51.4% | 70.5%-19.2pp | 75.3%-24.0pp | 69.3%-18.0pp |
| Annual return | 6.53% | 9.23%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $44 | $1,874-97.7% | $2,682-98.4% | $2,281-98.1% |
| Participant deferral / active EE | $2,215 | $2,374-6.7% | $3,096-28.5% | $3,203-30.8% |
| Admin fee / account holder | $905 | $2,592-65.1% | $3,139-71.2% | $4,296-78.9% |