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 | $32,254 | $71,050-54.6% | $93,606-65.5% | $80,856-60.1% |
| Participation rate | 32.3% | 60.4%-28.1pp | 68.7%-36.5pp | 67.6%-35.4pp |
| Annual return | 14.83% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $325 | $1,564-79.2% | $2,420-86.6% | $2,755-88.2% |
| Participant deferral / active EE | $1,448 | $4,034-64.1% | $4,411-67.2% | $4,296-66.3% |
| Admin fee / account holder | $7,384 | $6,945+6.3% | $8,285-10.9% | $6,918+6.7% |