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 | $20,287 | $91,190-77.8% | $178,490-88.6% | $79,858-74.6% |
| Participation rate | 51.3% | 69.2%-17.9pp | 81.9%-30.6pp | 69.6%-18.4pp |
| Annual return | 12.61% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $220 | $3,256-93.3% | $5,011-95.6% | $2,471-91.1% |
| Participant deferral / active EE | $1,510 | $3,236-53.3% | $5,202-71.0% | $3,740-59.6% |
| Admin fee / account holder | $1,192 | $6,751-82.3% | $13,984-91.5% | $5,306-77.5% |