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 | $23,994 | $49,915-51.9% | $154,803-84.5% | $74,304-67.7% |
| Participation rate | 38.4% | 54.0%-15.6pp | 78.1%-39.7pp | 60.3%-22.0pp |
| Annual return | 16.32% | 34.06%-17.7pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $143 | $1,611-91.1% | $4,305-96.7% | $2,241-93.6% |
| Participant deferral / active EE | $1,188 | $2,255-47.3% | $5,540-78.6% | $3,767-68.5% |
| Admin fee / account holder | $2,451 | $2,189+12.0% | $14,329-82.9% | $2,969-17.4% |