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 | $24,628 | $85,202-71.1% | $172,739-85.7% | $72,985-66.3% |
| Participation rate | 35.9% | 70.1%-34.2pp | 82.6%-46.7pp | 69.5%-33.6pp |
| Annual return | 22.65% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $376 | $3,324-88.7% | $5,143-92.7% | $2,440-84.6% |
| Participant deferral / active EE | $1,032 | $3,260-68.4% | $5,198-80.2% | $3,607-71.4% |
| Admin fee / account holder | $4,620 | $5,884-21.5% | $13,954-66.9% | $5,124-9.8% |