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 | $49,566 | $96,557-48.7% | $80,975-38.8% | $273,961-81.9% |
| Participation rate | 28.6% | 79.1%-50.5pp | 75.8%-47.2pp | 83.0%-54.4pp |
| Annual return | 6.01% | 15.14%-9.1pp | 17.10%-11.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,009 | $6,598-8.9% | $5,696+5.5% | $5,287+13.7% |
| Admin fee / account holder | $40,780 | $7,492+444.3% | $5,516+639.4% | $10,132+302.5% |