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 | $34,887 | $63,299-44.9% | $91,001-61.7% | $62,292-44.0% |
| Participation rate | 68.1% | 73.3%-5.2pp | 75.6%-7.5pp | 69.5%-1.4pp |
| Annual return | 17.96% | 20.99%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $373 | $1,807-79.4% | $2,456-84.8% | $2,042-81.7% |
| Participant deferral / active EE | $2,425 | $2,943-17.6% | $3,547-31.6% | $3,169-23.5% |
| Admin fee / account holder | $3,608 | $468+671.5% | $5,417-33.4% | $479+652.7% |