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 | $49,401 | $55,706-11.3% | $75,886-34.9% | $72,985-32.3% |
| Participation rate | 39.5% | 61.1%-21.6pp | 69.3%-29.7pp | 69.5%-30.0pp |
| Annual return | 21.19% | 27.59%-6.4pp | 30.76%-9.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $292 | $1,687-82.7% | $2,500-88.3% | $2,440-88.0% |
| Participant deferral / active EE | $2,351 | $2,634-10.7% | $3,603-34.7% | $3,607-34.8% |
| Admin fee / account holder | $7,544 | $3,978+89.6% | $5,418+39.2% | $5,124+47.2% |