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 | $54,392 | $84,233-35.4% | $170,442-68.1% | $70,131-22.4% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 14.05% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $116 | $3,387-96.6% | $5,433-97.9% | $2,342-95.0% |
| Participant deferral / active EE | $3,041 | $3,086-1.4% | $4,939-38.4% | $3,332-8.7% |
| Admin fee / account holder | $942 | $5,698-83.5% | $13,880-93.2% | $4,645-79.7% |