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 | $20,534 | $77,634-73.6% | $156,549-86.9% | $62,891-67.4% |
| Participation rate | 38.1% | 71.2%-33.1pp | 84.0%-45.9pp | 69.3%-31.2pp |
| Annual return | 7.02% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $243 | $3,444-92.9% | $5,501-95.6% | $2,281-89.3% |
| Participant deferral / active EE | $837 | $3,045-72.5% | $4,871-82.8% | $3,203-73.9% |
| Admin fee / account holder | $1,527 | $5,561-72.5% | $13,027-88.3% | $4,296-64.5% |