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 | $18,359 | $51,045-64.0% | $70,515-74.0% | $71,457-74.3% |
| Participation rate | 40.4% | 59.4%-19.1pp | 68.3%-28.0pp | 67.9%-27.6pp |
| Annual return | 15.22% | 42.63%-27.4pp | 32.77%-17.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $165 | $1,790-90.8% | $2,973-94.4% | $2,588-93.6% |
| Participant deferral / active EE | $1,003 | $3,026-66.9% | $4,567-78.0% | $4,289-76.6% |
| Admin fee / account holder | $1,587 | $1,994-20.4% | $6,412-75.3% | $1,5870% |