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 | $19,772 | $85,202-76.8% | $172,739-88.6% | $72,985-72.9% |
| Participation rate | 43.6% | 70.1%-26.5pp | 82.6%-39.1pp | 69.5%-25.9pp |
| Annual return | 23.60% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $161 | $3,324-95.1% | $5,143-96.9% | $2,440-93.4% |
| Participant deferral / active EE | $1,258 | $3,260-61.4% | $5,198-75.8% | $3,607-65.1% |
| Admin fee / account holder | $1,488 | $5,884-74.7% | $13,954-89.3% | $5,124-71.0% |