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 | $41,621 | $80,968-48.6% | $96,544-56.9% | $75,163-44.6% |
| Participation rate | 27.6% | 71.8%-44.2pp | 76.0%-48.4pp | 67.2%-39.6pp |
| Annual return | 13.82% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $187 | $2,282-91.8% | $2,965-93.7% | $2,670-93.0% |
| Participant deferral / active EE | $3,333 | $3,928-15.1% | $4,851-31.3% | $4,125-19.2% |
| Admin fee / account holder | $6,407 | $6,724-4.7% | $8,252-22.4% | $5,651+13.4% |