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 | $8,424 | $80,717-89.6% | $154,803-94.6% | $84,808-90.1% |
| Participation rate | 66.0% | 66.8%-0.9pp | 78.1%-12.1pp | 68.3%-2.4pp |
| Annual return | 13.57% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $309 | $2,761-88.8% | $4,305-92.8% | $2,631-88.3% |
| Participant deferral / active EE | $903 | $3,303-72.7% | $5,540-83.7% | $4,212-78.6% |
| Admin fee / account holder | $743 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |