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 | $9,658 | $49,915-80.7% | $154,803-93.8% | $74,304-87.0% |
| Participation rate | 58.3% | 54.0%+4.4pp | 78.1%-19.7pp | 60.3%-2.0pp |
| Annual return | 15.24% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,114 | $2,255-50.6% | $5,540-79.9% | $3,767-70.4% |
| Admin fee / account holder | $684 | $2,189-68.8% | $14,329-95.2% | $2,969-77.0% |