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 | $48,901 | $66,764-26.8% | $88,497-44.7% | $62,891-22.2% |
| Participation rate | 43.6% | 77.3%-33.7pp | 82.4%-38.8pp | 69.3%-25.7pp |
| Annual return | 8.02% | 10.37%-2.4pp | 7.63%+0.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,951 | $3,976+24.5% | $4,899+1.1% | $3,203+54.6% |
| Admin fee / account holder | $1,410 | $4,668-69.8% | $6,220-77.3% | $4,296-67.2% |