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 | $24,862 | $45,035-44.8% | $62,995-60.5% | $70,131-64.5% |
| Participation rate | 15.6% | 69.5%-53.9pp | 74.8%-59.2pp | 69.5%-53.9pp |
| Annual return | 18.11% | 18.76%-0.6pp | 87.57%-69.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $195 | $2,051-90.5% | $2,759-92.9% | $2,342-91.7% |
| Participant deferral / active EE | $2,691 | $2,465+9.2% | $3,329-19.2% | $3,332-19.2% |
| Admin fee / account holder | $1,614 | $2,834-43.1% | $3,600-55.2% | $4,645-65.3% |