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 | $27,869 | $80,968-65.6% | $96,544-71.1% | $75,163-62.9% |
| Participation rate | 45.3% | 71.8%-26.5pp | 76.0%-30.7pp | 67.2%-21.9pp |
| Annual return | 13.31% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $359 | $2,282-84.3% | $2,965-87.9% | $2,670-86.6% |
| Participant deferral / active EE | $2,142 | $3,928-45.5% | $4,851-55.8% | $4,125-48.1% |
| Admin fee / account holder | $408 | $6,724-93.9% | $8,252-95.1% | $5,651-92.8% |