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 | $59,563 | $71,050-16.2% | $93,606-36.4% | $80,856-26.3% |
| Participation rate | 18.8% | 60.4%-41.6pp | 68.7%-49.9pp | 67.6%-48.8pp |
| Annual return | 10.06% | 11.26%-1.2pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $330 | $1,564-78.9% | $2,420-86.3% | $2,755-88.0% |
| Participant deferral / active EE | $1,690 | $4,034-58.1% | $4,411-61.7% | $4,296-60.7% |
| Admin fee / account holder | $2,793 | $6,945-59.8% | $8,285-66.3% | $6,918-59.6% |