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 | $32,305 | $46,869-31.1% | $122,332-73.6% | $70,131-53.9% |
| Participation rate | 22.8% | 58.2%-35.4pp | 71.6%-48.8pp | 69.5%-46.8pp |
| Annual return | 15.58% | 24.22%-8.6pp | 30.27%-14.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $930 | $2,166-57.1% | $3,287-71.7% | $3,332-72.1% |
| Admin fee / account holder | $1,232 | $3,322-62.9% | $5,478-77.5% | $4,645-73.5% |