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 | $14,433 | $37,426-61.4% | $77,482-81.4% | $79,858-81.9% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.6%-29.6pp |
| Annual return | 11.30% | 39.70%-28.4pp | 54.79%-43.5pp | 31.71%-20.4pp |
| Employer contribution / active EE | $64 | $637-89.9% | $986-93.5% | $2,471-97.4% |
| Participant deferral / active EE | $504 | $1,260-60.0% | $1,861-72.9% | $3,740-86.5% |
| Admin fee / account holder | $984 | $2,504-60.7% | $2,858-65.6% | $5,306-81.4% |