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 | $34,489 | $45,035-23.4% | $62,995-45.3% | $70,131-50.8% |
| Participation rate | 48.8% | 69.5%-20.8pp | 74.8%-26.1pp | 69.5%-20.8pp |
| Annual return | 18.13% | 18.76%-0.6pp | 87.57%-69.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $95 | $2,051-95.4% | $2,759-96.6% | $2,342-96.0% |
| Participant deferral / active EE | $1,386 | $2,465-43.7% | $3,329-58.4% | $3,332-58.4% |
| Admin fee / account holder | $914 | $2,834-67.8% | $3,600-74.6% | $4,645-80.3% |