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 | $31,842 | $43,075-26.1% | $74,583-57.3% | $62,891-49.4% |
| Participation rate | 55.3% | 58.1%-2.7pp | 68.1%-12.8pp | 69.3%-14.0pp |
| Annual return | 10.52% | 17.50%-7.0pp | 20.47%-10.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,841 | $2,389+18.9% | $3,458-17.9% | $3,203-11.3% |
| Admin fee / account holder | $879 | $2,840-69.0% | $4,138-78.8% | $4,296-79.5% |