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 | $29,178 | $73,933-60.5% | $96,683-69.8% | $75,163-61.2% |
| Participation rate | 32.5% | 66.4%-33.9pp | 74.3%-41.8pp | 67.2%-34.7pp |
| Annual return | 18.60% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $284 | $2,928-90.3% | $3,737-92.4% | $2,670-89.4% |
| Participant deferral / active EE | $1,852 | $3,659-49.4% | $4,878-62.0% | $4,125-55.1% |
| Admin fee / account holder | $3,041 | $5,216-41.7% | $6,730-54.8% | $5,651-46.2% |