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 | $14,095 | $47,977-70.6% | $154,107-90.9% | $56,287-75.0% |
| Participation rate | 34.0% | 66.2%-32.2pp | 83.0%-49.0pp | 69.9%-35.9pp |
| Annual return | 7.15% | 3.54%+3.6pp | 735.12%-728.0pp | -9.96%+17.1pp |
| Employer contribution / active EE | $181 | $2,169-91.7% | $5,298-96.6% | $2,111-91.4% |
| Participant deferral / active EE | $777 | $2,392-67.5% | $5,081-84.7% | $3,350-76.8% |
| Admin fee / account holder | $649 | $438+48.0% | $13,411-95.2% | $521+24.5% |