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 | $23,909 | $56,277-57.5% | $80,975-70.5% | $62,891-62.0% |
| Participation rate | 26.2% | 69.0%-42.8pp | 75.8%-49.6pp | 69.3%-43.1pp |
| Annual return | 9.33% | 22.12%-12.8pp | 17.10%-7.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $95 | $1,943-95.1% | $3,714-97.4% | $2,281-95.8% |
| Participant deferral / active EE | $2,911 | $4,195-30.6% | $5,696-48.9% | $3,203-9.1% |
| Admin fee / account holder | $4,650 | $3,741+24.3% | $5,516-15.7% | $4,296+8.3% |