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 | $25,473 | $64,324-60.4% | $118,925-78.6% | $79,858-68.1% |
| Participation rate | 41.4% | 64.9%-23.5pp | 75.4%-34.0pp | 69.6%-28.3pp |
| Annual return | 19.27% | 86.45%-67.2pp | 35.88%-16.6pp | 31.71%-12.4pp |
| Employer contribution / active EE | $234 | $1,836-87.3% | $3,263-92.8% | $2,471-90.5% |
| Participant deferral / active EE | $1,209 | $2,824-57.2% | $4,265-71.6% | $3,740-67.7% |
| Admin fee / account holder | $448 | $4,040-88.9% | $6,581-93.2% | $5,306-91.6% |