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 | $21,648 | $65,395-66.9% | $182,532-88.1% | $72,985-70.3% |
| Participation rate | 38.9% | 65.4%-26.6pp | 78.0%-39.1pp | 69.5%-30.6pp |
| Annual return | 19.76% | 27.68%-7.9pp | 148.54%-128.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $313 | $1,911-83.6% | $4,076-92.3% | $2,440-87.2% |
| Participant deferral / active EE | $2,291 | $3,563-35.7% | $5,524-58.5% | $3,607-36.5% |
| Admin fee / account holder | $825 | $4,245-80.6% | $8,592-90.4% | $5,124-83.9% |