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 | $38,592 | $78,705-51.0% | $117,854-67.3% | $70,131-45.0% |
| Participation rate | 59.6% | 73.2%-13.5pp | 79.7%-20.0pp | 69.5%-9.9pp |
| Annual return | 18.47% | 23.30%-4.8pp | 335.08%-316.6pp | 73.14%-54.7pp |
| Employer contribution / active EE | $310 | $2,223-86.1% | $3,786-91.8% | $2,342-86.8% |
| Participant deferral / active EE | $1,503 | $3,297-54.4% | $4,482-66.5% | $3,332-54.9% |
| Admin fee / account holder | $523 | $5,065-89.7% | $8,020-93.5% | $4,645-88.7% |