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 | $28,745 | $55,706-48.4% | $75,886-62.1% | $72,985-60.6% |
| Participation rate | 34.2% | 61.1%-26.9pp | 69.3%-35.0pp | 69.5%-35.2pp |
| Annual return | 25.04% | 27.59%-2.6pp | 30.76%-5.7pp | 81.00%-56.0pp |
| Employer contribution / active EE | $68 | $1,687-96.0% | $2,500-97.3% | $2,440-97.2% |
| Participant deferral / active EE | $1,040 | $2,634-60.5% | $3,603-71.1% | $3,607-71.2% |
| Admin fee / account holder | $4,052 | $3,978+1.9% | $5,418-25.2% | $5,124-20.9% |