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 | $46,822 | $66,098-29.2% | $101,794-54.0% | $74,304-37.0% |
| Participation rate | 28.7% | 53.8%-25.1pp | 69.2%-40.5pp | 60.3%-31.6pp |
| Annual return | 18.38% | 19.59%-1.2pp | 30.53%-12.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,569 | $2,781-7.6% | $4,084-37.1% | $3,767-31.8% |
| Admin fee / account holder | $7,802 | $4,146+88.2% | $8,777-11.1% | $2,969+162.8% |