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 | $20,799 | $91,190-77.2% | $178,490-88.3% | $79,858-74.0% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.2pp |
| Annual return | 16.90% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $350 | $3,256-89.3% | $5,011-93.0% | $2,471-85.8% |
| Participant deferral / active EE | $1,263 | $3,236-61.0% | $5,202-75.7% | $3,740-66.2% |
| Admin fee / account holder | $762 | $6,751-88.7% | $13,984-94.6% | $5,306-85.6% |