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 | $39,328 | $62,573-37.1% | $85,682-54.1% | $85,850-54.2% |
| Participation rate | 47.8% | 61.1%-13.3pp | 69.9%-22.0pp | 69.3%-21.5pp |
| Annual return | 13.00% | 23.77%-10.8pp | 21.49%-8.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $228 | $1,757-87.0% | $2,618-91.3% | $2,565-91.1% |
| Participant deferral / active EE | $1,190 | $2,802-57.5% | $3,923-69.7% | $3,952-69.9% |
| Admin fee / account holder | $1,614 | $4,640-65.2% | $6,873-76.5% | $6,260-74.2% |