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 | $39,453 | $52,681-25.1% | $75,781-47.9% | $59,632-33.8% |
| Participation rate | 34.9% | 67.2%-32.3pp | 75.8%-40.9pp | 68.7%-33.8pp |
| Annual return | 2.11% | 2.95%-0.8pp | 9.68%-7.6pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $309 | $2,193-85.9% | $3,323-90.7% | $2,203-85.9% |
| Participant deferral / active EE | $1,906 | $2,591-26.4% | $3,651-47.8% | $3,192-40.3% |
| Admin fee / account holder | $1,033 | $3,610-71.4% | $5,299-80.5% | $4,297-76.0% |