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 | $16,451 | $65,685-75.0% | $57,179-71.2% | $273,961-94.0% |
| Participation rate | 28.6% | 78.3%-49.8pp | 75.3%-46.8pp | 83.0%-54.4pp |
| Annual return | 7.64% | 21.99%-14.3pp | 14.59%-6.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $156 | $3,279-95.3% | $2,682-94.2% | $4,869-96.8% |
| Participant deferral / active EE | $815 | $3,782-78.4% | $3,096-73.7% | $5,287-84.6% |
| Admin fee / account holder | $3,394 | $4,835-29.8% | $3,139+8.1% | $10,132-66.5% |