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 | $27,274 | $58,828-53.6% | $77,999-65.0% | $62,891-56.6% |
| Participation rate | 51.9% | 71.1%-19.2pp | 75.5%-23.7pp | 69.3%-17.5pp |
| Annual return | 14.31% | 17.16%-2.8pp | 425.96%-411.7pp | 20.14%-5.8pp |
| Employer contribution / active EE | $288 | $1,672-82.8% | $2,470-88.3% | $2,281-87.4% |
| Participant deferral / active EE | $1,846 | $2,686-31.3% | $3,497-47.2% | $3,203-42.4% |
| Admin fee / account holder | $1,777 | $4,393-59.5% | $5,480-67.6% | $4,296-58.6% |