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 | $31,919 | $78,422-59.3% | $95,952-66.7% | $79,858-60.0% |
| Participation rate | 34.1% | 73.5%-39.3pp | 77.1%-42.9pp | 69.6%-35.5pp |
| Annual return | 12.28% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $350 | $1,945-82.0% | $2,541-86.2% | $2,471-85.8% |
| Participant deferral / active EE | $1,828 | $3,440-46.9% | $4,167-56.1% | $3,740-51.1% |
| Admin fee / account holder | $775 | $5,622-86.2% | $6,795-88.6% | $5,306-85.4% |