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 | $24,193 | $55,706-56.6% | $75,886-68.1% | $72,985-66.9% |
| Participation rate | 31.2% | 61.1%-30.0pp | 69.3%-38.1pp | 69.5%-38.3pp |
| Annual return | 21.83% | 27.59%-5.8pp | 30.76%-8.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $238 | $1,687-85.9% | $2,500-90.5% | $2,440-90.2% |
| Participant deferral / active EE | $1,687 | $2,634-36.0% | $3,603-53.2% | $3,607-53.2% |
| Admin fee / account holder | $1,000 | $3,978-74.9% | $5,418-81.6% | $5,124-80.5% |