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 | $28,375 | $81,233-65.1% | $155,567-81.8% | $80,874-64.9% |
| Participation rate | 19.7% | 66.2%-46.5pp | 78.2%-58.5pp | 67.6%-47.9pp |
| Annual return | 13.45% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $189 | $3,101-93.9% | $4,674-95.9% | $2,756-93.1% |
| Participant deferral / active EE | $1,041 | $3,452-69.9% | $5,628-81.5% | $4,297-75.8% |
| Admin fee / account holder | $1,295 | $7,998-83.8% | $15,916-91.9% | $6,935-81.3% |