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 | $38,954 | $86,944-55.2% | $107,525-63.8% | $74,304-47.6% |
| Participation rate | 42.7% | 59.6%-16.8pp | 75.1%-32.3pp | 60.3%-17.6pp |
| Annual return | 29.87% | 23.52%+6.4pp | 181.32%-151.4pp | 29.43%+0.4pp |
| Employer contribution / active EE | $180 | $2,757-93.5% | $3,754-95.2% | $2,241-92.0% |
| Participant deferral / active EE | $1,994 | $3,554-43.9% | $5,116-61.0% | $3,767-47.1% |
| Admin fee / account holder | $4,470 | $3,727+19.9% | $8,919-49.9% | $2,969+50.5% |