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 | $12,813 | $39,122-67.2% | $57,179-77.6% | $62,891-79.6% |
| Participation rate | 32.3% | 70.5%-38.2pp | 75.3%-43.1pp | 69.3%-37.0pp |
| Annual return | 5.09% | 9.23%-4.1pp | 14.59%-9.5pp | 20.14%-15.0pp |
| Employer contribution / active EE | $336 | $1,874-82.1% | $2,682-87.5% | $2,281-85.3% |
| Participant deferral / active EE | $1,402 | $2,374-40.9% | $3,096-54.7% | $3,203-56.2% |
| Admin fee / account holder | $507 | $2,592-80.5% | $3,139-83.9% | $4,296-88.2% |