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 | $18,805 | $48,076-60.9% | $78,689-76.1% | $62,891-70.1% |
| Participation rate | 24.3% | 65.2%-40.9pp | 73.6%-49.3pp | 69.3%-45.0pp |
| Annual return | 6.64% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $197 | $2,015-90.2% | $2,851-93.1% | $2,281-91.4% |
| Participant deferral / active EE | $823 | $2,588-68.2% | $3,517-76.6% | $3,203-74.3% |
| Admin fee / account holder | $926 | $3,207-71.1% | $4,510-79.5% | $4,296-78.4% |