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 | $39,010 | $99,341-60.7% | $84,750-54.0% | $273,961-85.8% |
| Participation rate | 43.5% | 80.7%-37.2pp | 76.6%-33.1pp | 83.0%-39.5pp |
| Annual return | 4.70% | 22.93%-18.2pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $238 | $4,214-94.4% | $3,574-93.4% | $4,869-95.1% |
| Participant deferral / active EE | $1,853 | $4,269-56.6% | $3,712-50.1% | $5,287-64.9% |
| Admin fee / account holder | $5,357 | $6,644-19.4% | $5,332+0.5% | $10,132-47.1% |