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 | $26,476 | $154,117-82.8% | $129,995-79.6% | $139,434-81.0% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 11.86% | 32.48%-20.6pp | -137.18%+149.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $605 | $5,289-88.6% | $4,320-86.0% | $4,751-87.3% |
| Participant deferral / active EE | $2,764 | $6,710-58.8% | $5,820-52.5% | $6,710-58.8% |
| Admin fee / account holder | $8,630 | $14,007-38.4% | $10,614-18.7% | $11,403-24.3% |