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 | $38,791 | $80,717-51.9% | $154,803-74.9% | $84,808-54.3% |
| Participation rate | 37.5% | 66.8%-29.3pp | 78.1%-40.6pp | 68.3%-30.8pp |
| Annual return | 13.31% | 37.96%-24.6pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $118 | $2,761-95.7% | $4,305-97.3% | $2,631-95.5% |
| Participant deferral / active EE | $2,334 | $3,303-29.4% | $5,540-57.9% | $4,212-44.6% |
| Admin fee / account holder | $6,203 | $6,746-8.0% | $14,329-56.7% | $7,344-15.5% |