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 | $21,138 | $50,464-58.1% | $75,781-72.1% | $52,331-59.6% |
| Participation rate | 59.4% | 66.8%-7.3pp | 75.8%-16.4pp | 68.1%-8.7pp |
| Annual return | 1.81% | 1.03%+0.8pp | 9.68%-7.9pp | 4.54%-2.7pp |
| Employer contribution / active EE | $310 | $1,988-84.4% | $3,323-90.7% | $1,882-83.5% |
| Participant deferral / active EE | $1,320 | $2,570-48.6% | $3,651-63.9% | $3,022-56.3% |
| Admin fee / account holder | $1,307 | $1,103+18.5% | $5,299-75.3% | $592+120.9% |