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 | $33,855 | $53,053-36.2% | $126,539-73.2% | $74,304-54.4% |
| Participation rate | 28.0% | 48.0%-20.1pp | 69.8%-41.9pp | 60.3%-32.4pp |
| Annual return | 16.22% | 29.46%-13.2pp | 425.95%-409.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $94 | $1,168-91.9% | $3,674-97.4% | $2,241-95.8% |
| Participant deferral / active EE | $1,385 | $2,303-39.9% | $4,083-66.1% | $3,767-63.2% |
| Admin fee / account holder | $1,214 | $3,698-67.2% | $6,065-80.0% | $2,969-59.1% |