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 | $25,769 | $49,227-47.7% | $70,449-63.4% | $79,858-67.7% |
| Participation rate | 50.6% | 69.2%-18.6pp | 75.1%-24.5pp | 69.6%-19.0pp |
| Annual return | 18.70% | 30.06%-11.4pp | 109.03%-90.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $42 | $2,099-98.0% | $2,737-98.5% | $2,471-98.3% |
| Participant deferral / active EE | $1,686 | $2,768-39.1% | $3,709-54.5% | $3,740-54.9% |
| Admin fee / account holder | $3,409 | $2,878+18.5% | $3,845-11.3% | $5,306-35.8% |