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 | $47,199 | $68,547-31.1% | $120,354-60.8% | $80,856-41.6% |
| Participation rate | 24.0% | 61.6%-37.6pp | 71.9%-47.9pp | 67.6%-43.6pp |
| Annual return | 14.69% | 23.60%-8.9pp | 107.15%-92.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,951 | $3,173-38.5% | $4,991-60.9% | $4,296-54.6% |
| Admin fee / account holder | $2,964 | $5,732-48.3% | $9,423-68.5% | $6,918-57.2% |