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 | $43,556 | $58,512-25.6% | $84,015-48.2% | $72,985-40.3% |
| Participation rate | 30.9% | 61.2%-30.3pp | 69.0%-38.1pp | 69.5%-38.6pp |
| Annual return | 18.19% | 28.93%-10.7pp | 71.31%-53.1pp | 81.00%-62.8pp |
| Employer contribution / active EE | $171 | $1,163-85.3% | $1,983-91.4% | $2,440-93.0% |
| Participant deferral / active EE | $1,140 | $2,394-52.4% | $3,239-64.8% | $3,607-68.4% |
| Admin fee / account holder | $643 | $4,569-85.9% | $6,101-89.5% | $5,124-87.4% |