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 | $19,093 | $34,308-44.3% | $74,701-74.4% | $72,985-73.8% |
| Participation rate | 28.6% | 42.4%-13.8pp | 54.5%-25.9pp | 69.5%-40.9pp |
| Annual return | 24.47% | 26.58%-2.1pp | 752.92%-728.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $73 | $692-89.4% | $1,084-93.2% | $2,440-97.0% |
| Participant deferral / active EE | $432 | $1,271-66.0% | $1,964-78.0% | $3,607-88.0% |
| Admin fee / account holder | $507 | $2,124-76.1% | $3,333-84.8% | $5,124-90.1% |