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 | $21,524 | $61,272-64.9% | $149,673-85.6% | $71,457-69.9% |
| Participation rate | 24.6% | 62.5%-37.9pp | 78.8%-54.1pp | 67.9%-43.3pp |
| Annual return | 18.34% | 35.85%-17.5pp | 134.42%-116.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $279 | $2,378-88.3% | $4,818-94.2% | $2,588-89.2% |
| Participant deferral / active EE | $1,357 | $2,917-53.5% | $5,680-76.1% | $4,289-68.4% |
| Admin fee / account holder | $1,902 | $1,261+50.8% | $13,210-85.6% | $1,587+19.9% |