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 | $38,244 | $76,552-50.0% | $123,892-69.1% | $62,891-39.2% |
| Participation rate | 30.0% | 73.0%-43.0pp | 81.4%-51.4pp | 69.3%-39.3pp |
| Annual return | 6.04% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $68 | $2,883-97.6% | $4,617-98.5% | $2,281-97.0% |
| Participant deferral / active EE | $3,116 | $4,840-35.6% | $5,984-47.9% | $3,203-2.7% |
| Admin fee / account holder | $1,828 | $4,826-62.1% | $8,357-78.1% | $4,296-57.4% |