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 | $25,298 | $80,717-68.7% | $154,803-83.7% | $84,808-70.2% |
| Participation rate | 37.7% | 66.8%-29.1pp | 78.1%-40.4pp | 68.3%-30.6pp |
| Annual return | 13.94% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $167 | $2,761-93.9% | $4,305-96.1% | $2,631-93.6% |
| Participant deferral / active EE | $1,364 | $3,303-58.7% | $5,540-75.4% | $4,212-67.6% |
| Admin fee / account holder | $387 | $6,746-94.3% | $14,329-97.3% | $7,344-94.7% |