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 | $32,661 | $46,869-30.3% | $122,332-73.3% | $70,131-53.4% |
| Participation rate | 23.9% | 58.2%-34.2pp | 71.6%-47.7pp | 69.5%-45.6pp |
| Annual return | 17.92% | 24.22%-6.3pp | 30.27%-12.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $72 | $1,288-94.4% | $4,050-98.2% | $2,342-96.9% |
| Participant deferral / active EE | $981 | $2,166-54.7% | $3,287-70.1% | $3,332-70.5% |
| Admin fee / account holder | $1,763 | $3,322-46.9% | $5,478-67.8% | $4,645-62.1% |