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 | $23,674 | $78,672-69.9% | $109,143-78.3% | $85,850-72.4% |
| Participation rate | 40.0% | 68.3%-28.3pp | 75.9%-35.9pp | 69.3%-29.3pp |
| Annual return | 12.28% | 25.09%-12.8pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $158 | $2,735-94.2% | $3,722-95.7% | $2,565-93.8% |
| Participant deferral / active EE | $1,760 | $3,467-49.2% | $4,653-62.2% | $3,952-55.5% |
| Admin fee / account holder | $3,280 | $5,469-40.0% | $6,752-51.4% | $6,260-47.6% |