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 | $19,181 | $59,839-67.9% | $81,983-76.6% | $79,858-76.0% |
| Participation rate | 29.9% | 61.6%-31.7pp | 69.2%-39.4pp | 69.6%-39.8pp |
| Annual return | 14.01% | 17.56%-3.6pp | 41.31%-27.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $212 | $1,713-87.6% | $2,498-91.5% | $2,471-91.4% |
| Participant deferral / active EE | $1,336 | $2,695-50.4% | $3,722-64.1% | $3,740-64.3% |
| Admin fee / account holder | $1,275 | $4,287-70.3% | $5,664-77.5% | $5,306-76.0% |