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 | $23,811 | $63,346-62.4% | $92,233-74.2% | $70,131-66.0% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 18.56% | 530.12%-511.6pp | 176.28%-157.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $203 | $2,471-91.8% | $3,679-94.5% | $2,342-91.3% |
| Participant deferral / active EE | $2,549 | $2,854-10.7% | $3,897-34.6% | $3,332-23.5% |
| Admin fee / account holder | $601 | $3,840-84.3% | $5,194-88.4% | $4,645-87.1% |