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 | $28,814 | $85,202-66.2% | $172,739-83.3% | $72,985-60.5% |
| Participation rate | 45.8% | 70.1%-24.2pp | 82.6%-36.8pp | 69.5%-23.7pp |
| Annual return | 17.23% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $254 | $3,324-92.4% | $5,143-95.1% | $2,440-89.6% |
| Participant deferral / active EE | $1,248 | $3,260-61.7% | $5,198-76.0% | $3,607-65.4% |
| Admin fee / account holder | $1,607 | $5,884-72.7% | $13,954-88.5% | $5,124-68.6% |