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 | $45,293 | $41,377+9.5% | $109,313-58.6% | $62,891-28.0% |
| Participation rate | 49.1% | 57.5%-8.5pp | 71.3%-22.2pp | 69.3%-20.2pp |
| Annual return | 6.54% | 11.05%-4.5pp | 22.07%-15.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $123 | $1,276-90.4% | $3,892-96.8% | $2,281-94.6% |
| Participant deferral / active EE | $2,373 | $2,045+16.0% | $3,166-25.1% | $3,203-25.9% |
| Admin fee / account holder | $8,441 | $2,884+192.7% | $5,666+49.0% | $4,296+96.5% |