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 | $17,377 | $53,018-67.2% | $70,014-75.2% | $62,891-72.4% |
| Participation rate | 64.7% | 67.2%-2.5pp | 71.8%-7.1pp | 69.3%-4.6pp |
| Annual return | 4.67% | 13.35%-8.7pp | 12.99%-8.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $97 | $1,799-94.6% | $2,338-95.8% | $2,281-95.7% |
| Participant deferral / active EE | $971 | $2,395-59.5% | $2,931-66.9% | $3,203-69.7% |
| Admin fee / account holder | $3,732 | $3,690+1.2% | $4,380-14.8% | $4,296-13.1% |