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 | $29,814 | $48,076-38.0% | $78,689-62.1% | $62,891-52.6% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 10.10% | 31.35%-21.3pp | 62.18%-52.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $203 | $2,015-89.9% | $2,851-92.9% | $2,281-91.1% |
| Participant deferral / active EE | $994 | $2,588-61.6% | $3,517-71.7% | $3,203-69.0% |
| Admin fee / account holder | $1,977 | $3,207-38.3% | $4,510-56.2% | $4,296-54.0% |