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 | $34,477 | $63,346-45.6% | $92,233-62.6% | $70,131-50.8% |
| Participation rate | 27.3% | 68.7%-41.4pp | 76.5%-49.2pp | 69.5%-42.3pp |
| Annual return | 12.59% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.6pp |
| Employer contribution / active EE | $158 | $2,471-93.6% | $3,679-95.7% | $2,342-93.3% |
| Participant deferral / active EE | $1,585 | $2,854-44.5% | $3,897-59.3% | $3,332-52.4% |
| Admin fee / account holder | $529 | $3,840-86.2% | $5,194-89.8% | $4,645-88.6% |