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 | $26,842 | $57,828-53.6% | $117,039-77.1% | $70,131-61.7% |
| Participation rate | 46.6% | 67.1%-20.5pp | 77.2%-30.6pp | 69.5%-23.0pp |
| Annual return | 11.82% | 17.55%-5.7pp | 18.95%-7.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $327 | $1,816-82.0% | $3,785-91.4% | $2,342-86.0% |
| Participant deferral / active EE | $1,308 | $2,438-46.3% | $3,929-66.7% | $3,332-60.7% |
| Admin fee / account holder | $7,122 | $3,548+100.7% | $5,974+19.2% | $4,645+53.3% |