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 | $28,143 | $42,894-34.4% | $60,874-53.8% | $68,494-58.9% |
| Participation rate | 29.6% | 66.8%-37.2pp | 73.1%-43.5pp | 67.9%-38.3pp |
| Annual return | 24.56% | -13.98%+38.5pp | 16.90%+7.7pp | -7.84%+32.4pp |
| Employer contribution / active EE | $359 | $1,978-81.8% | $2,701-86.7% | $2,596-86.2% |
| Participant deferral / active EE | $1,521 | $2,867-46.9% | $3,817-60.1% | $4,027-62.2% |
| Admin fee / account holder | $634 | $3,101-79.6% | $3,224-80.4% | $5,403-88.3% |