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 | $16,229 | $43,327-62.5% | $59,878-72.9% | $64,186-74.7% |
| Participation rate | 54.1% | 69.2%-15.1pp | 74.7%-20.6pp | 69.6%-15.5pp |
| Annual return | 4.13% | -1.55%+5.7pp | 3.46%+0.7pp | 7.63%-3.5pp |
| Employer contribution / active EE | $345 | $2,028-83.0% | $2,722-87.3% | $2,381-85.5% |
| Participant deferral / active EE | $1,075 | $2,546-57.8% | $3,402-68.4% | $3,470-69.0% |
| Admin fee / account holder | $11,062 | $3,005+268.1% | $3,590+208.1% | $4,888+126.3% |