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 | $87,523 | $56,897+53.8% | $84,750+3.3% | $62,891+39.2% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 6.37% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $383 | $2,400-84.1% | $3,574-89.3% | $2,281-83.2% |
| Participant deferral / active EE | $2,502 | $2,709-7.6% | $3,712-32.6% | $3,203-21.9% |
| Admin fee / account holder | $701 | $3,581-80.4% | $5,332-86.8% | $4,296-83.7% |