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 | $53,876 | $96,128-44.0% | $136,007-60.4% | $80,856-33.4% |
| Participation rate | 31.3% | 71.2%-40.0pp | 76.5%-45.2pp | 67.6%-36.4pp |
| Annual return | 12.22% | 28.71%-16.5pp | 579.32%-567.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $255 | $3,351-92.4% | $4,217-94.0% | $2,755-90.8% |
| Participant deferral / active EE | $2,345 | $5,709-58.9% | $7,025-66.6% | $4,296-45.4% |
| Admin fee / account holder | $2,263 | $8,236-72.5% | $6,858-67.0% | $6,918-67.3% |