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 | $12,646 | $45,035-71.9% | $62,995-79.9% | $70,131-82.0% |
| Participation rate | 40.4% | 69.5%-29.2pp | 74.8%-34.5pp | 69.5%-29.2pp |
| Annual return | 13.67% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $231 | $2,051-88.7% | $2,759-91.6% | $2,342-90.1% |
| Participant deferral / active EE | $2,225 | $2,465-9.7% | $3,329-33.2% | $3,332-33.2% |
| Admin fee / account holder | $380 | $2,834-86.6% | $3,600-89.5% | $4,645-91.8% |