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 | $25,981 | $71,050-63.4% | $93,606-72.2% | $80,856-67.9% |
| Participation rate | 44.6% | 60.4%-15.8pp | 68.7%-24.1pp | 67.6%-23.0pp |
| Annual return | 10.50% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $272 | $1,564-82.6% | $2,420-88.8% | $2,755-90.1% |
| Participant deferral / active EE | $3,186 | $4,034-21.0% | $4,411-27.8% | $4,296-25.8% |
| Admin fee / account holder | $5,905 | $6,945-15.0% | $8,285-28.7% | $6,918-14.6% |