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 | $33,929 | $71,050-52.2% | $93,606-63.8% | $80,856-58.0% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 13.02% | 11.26%+1.8pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $139 | $1,564-91.1% | $2,420-94.2% | $2,755-94.9% |
| Participant deferral / active EE | $3,203 | $4,034-20.6% | $4,411-27.4% | $4,296-25.4% |
| Admin fee / account holder | $9,003 | $6,945+29.6% | $8,285+8.7% | $6,918+30.1% |