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 | $27,012 | $93,571-71.1% | $135,903-80.1% | $75,163-64.1% |
| Participation rate | 44.7% | 75.2%-30.5pp | 81.9%-37.2pp | 67.2%-22.5pp |
| Annual return | 21.73% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $652 | $3,537-81.6% | $4,856-86.6% | $2,670-75.6% |
| Participant deferral / active EE | $2,812 | $6,404-56.1% | $7,758-63.7% | $4,125-31.8% |
| Admin fee / account holder | $5,138 | $6,975-26.3% | $10,762-52.3% | $5,651-9.1% |