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 | $32,254 | $63,764-49.4% | $81,930-60.6% | $79,858-59.6% |
| Participation rate | 58.9% | 67.5%-8.6pp | 72.0%-13.1pp | 69.6%-10.7pp |
| Annual return | 11.71% | 22.66%-11.0pp | 29.49%-17.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,329 | $2,780-16.2% | $7,107-67.2% | $3,740-37.7% |
| Admin fee / account holder | $6,188 | $4,426+39.8% | $5,158+20.0% | $5,306+16.6% |