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 | $39,030 | $215,361-81.9% | $171,082-77.2% | $273,961-85.8% |
| Participation rate | 46.7% | 82.0%-35.4pp | 76.7%-30.0pp | 83.0%-36.3pp |
| Annual return | 5.32% | 25.14%-19.8pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,780 | $5,543+4.3% | $4,797+20.5% | $5,287+9.3% |
| Admin fee / account holder | $2,700 | $10,846-75.1% | $8,520-68.3% | $10,132-73.4% |