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 | $29,542 | $71,050-58.4% | $93,606-68.4% | $80,856-63.5% |
| Participation rate | 38.2% | 60.4%-22.2pp | 68.7%-30.6pp | 67.6%-29.5pp |
| Annual return | 12.25% | 11.26%+1.0pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $174 | $1,564-88.8% | $2,420-92.8% | $2,755-93.7% |
| Participant deferral / active EE | $1,310 | $4,034-67.5% | $4,411-70.3% | $4,296-69.5% |
| Admin fee / account holder | $2,188 | $6,945-68.5% | $8,285-73.6% | $6,918-68.4% |