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 | $35,730 | $80,968-55.9% | $96,544-63.0% | $75,163-52.5% |
| Participation rate | 41.8% | 71.8%-30.0pp | 76.0%-34.2pp | 67.2%-25.4pp |
| Annual return | 16.22% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,484 | $3,928-36.8% | $4,851-48.8% | $4,125-39.8% |
| Admin fee / account holder | $7,563 | $6,724+12.5% | $8,252-8.4% | $5,651+33.8% |