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 | $24,691 | $54,762-54.9% | $90,281-72.7% | $72,985-66.2% |
| Participation rate | 28.6% | 65.1%-36.6pp | 73.3%-44.7pp | 69.5%-40.9pp |
| Annual return | 22.79% | 30.63%-7.8pp | 78.10%-55.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $170 | $2,092-91.9% | $2,854-94.1% | $2,440-93.1% |
| Participant deferral / active EE | $1,134 | $2,887-60.7% | $3,885-70.8% | $3,607-68.6% |
| Admin fee / account holder | $3,852 | $3,972-3.0% | $5,351-28.0% | $5,124-24.8% |