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 | $43,260 | $60,349-28.3% | $74,183-41.7% | $62,891-31.2% |
| Participation rate | 59.5% | 72.7%-13.3pp | 76.6%-17.2pp | 69.3%-9.8pp |
| Annual return | 6.20% | 21.37%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,487 | $2,856-47.9% | $3,550-58.1% | $3,203-53.6% |
| Admin fee / account holder | $2,708 | $4,261-36.5% | $5,586-51.5% | $4,296-37.0% |