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 | $33,266 | $43,075-22.8% | $74,583-55.4% | $62,891-47.1% |
| Participation rate | 42.3% | 58.1%-15.7pp | 68.1%-25.8pp | 69.3%-27.0pp |
| Annual return | 7.47% | 17.50%-10.0pp | 20.47%-13.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,146 | $2,389-52.1% | $3,458-66.9% | $3,203-64.2% |
| Admin fee / account holder | $13,722 | $2,840+383.2% | $4,138+231.6% | $4,296+219.4% |