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 | $55,284 | $64,909-14.8% | $82,313-32.8% | $62,292-11.3% |
| Participation rate | 25.2% | 74.9%-49.6pp | 76.9%-51.7pp | 69.5%-44.3pp |
| Annual return | 15.80% | 21.18%-5.4pp | 25.88%-10.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $116 | $1,676-93.1% | $2,428-95.2% | $2,042-94.3% |
| Participant deferral / active EE | $2,176 | $3,103-29.9% | $3,706-41.3% | $3,169-31.4% |
| Admin fee / account holder | $2,050 | $440+366.3% | $5,608-63.4% | $479+327.7% |