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 | $37,642 | $53,777-30.0% | $134,143-71.9% | $79,858-52.9% |
| Participation rate | 29.6% | 58.8%-29.1pp | 72.2%-42.5pp | 69.6%-40.0pp |
| Annual return | 18.16% | 19.01%-0.9pp | 36.33%-18.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $24 | $1,321-98.2% | $3,704-99.3% | $2,471-99.0% |
| Participant deferral / active EE | $1,038 | $2,420-57.1% | $3,499-70.3% | $3,740-72.2% |
| Admin fee / account holder | $723 | $3,984-81.9% | $6,684-89.2% | $5,306-86.4% |