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 | $51,421 | $88,707-42.0% | $74,183-30.7% | $273,961-81.2% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 7.96% | 11.94%-4.0pp | 17.74%-9.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $403 | $3,159-87.2% | $2,370-83.0% | $4,869-91.7% |
| Participant deferral / active EE | $2,476 | $4,212-41.2% | $3,550-30.3% | $5,287-53.2% |
| Admin fee / account holder | $22,458 | $8,717+157.6% | $5,586+302.1% | $10,132+121.7% |