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 | $33,245 | $71,050-53.2% | $93,606-64.5% | $80,856-58.9% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.6%-12.8pp |
| Annual return | 26.58% | 11.26%+15.3pp | 133.20%-106.6pp | 35.59%-9.0pp |
| Employer contribution / active EE | $361 | $1,564-76.9% | $2,420-85.1% | $2,755-86.9% |
| Participant deferral / active EE | $1,953 | $4,034-51.6% | $4,411-55.7% | $4,296-54.5% |
| Admin fee / account holder | $2,660 | $6,945-61.7% | $8,285-67.9% | $6,918-61.6% |