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 | $11,362 | $45,073-74.8% | $69,455-83.6% | $72,985-84.4% |
| Participation rate | 61.8% | 68.5%-6.7pp | 74.6%-12.8pp | 69.5%-7.7pp |
| Annual return | 18.52% | 22.65%-4.1pp | 28.97%-10.4pp | 81.00%-62.5pp |
| Employer contribution / active EE | $204 | $2,054-90.1% | $2,779-92.7% | $2,440-91.7% |
| Participant deferral / active EE | $1,466 | $2,602-43.7% | $3,535-58.5% | $3,607-59.4% |
| Admin fee / account holder | $1,161 | $3,056-62.0% | $3,839-69.7% | $5,124-77.3% |