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 | $9,660 | $37,426-74.2% | $77,482-87.5% | $79,858-87.9% |
| Participation rate | 31.5% | 41.5%-10.0pp | 54.2%-22.7pp | 69.6%-38.2pp |
| Annual return | 13.10% | 39.70%-26.6pp | 54.79%-41.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $392 | $1,260-68.9% | $1,861-79.0% | $3,740-89.5% |
| Admin fee / account holder | $1,766 | $2,504-29.5% | $2,858-38.2% | $5,306-66.7% |