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 | $17,155 | $50,982-66.3% | $154,803-88.9% | $85,563-79.9% |
| Participation rate | 26.3% | 59.8%-33.5pp | 78.1%-51.7pp | 66.0%-39.6pp |
| Annual return | 13.45% | 30.35%-16.9pp | 58.88%-45.4pp | 31.51%-18.1pp |
| Employer contribution / active EE | $103 | $1,708-94.0% | $4,305-97.6% | $2,654-96.1% |
| Participant deferral / active EE | $664 | $2,474-73.2% | $5,540-88.0% | $4,375-84.8% |
| Admin fee / account holder | $1,534 | $846+81.3% | $14,329-89.3% | $834+83.9% |