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 | $39,813 | $76,552-48.0% | $123,892-67.9% | $62,891-36.7% |
| Participation rate | 23.5% | 73.0%-49.5pp | 81.4%-58.0pp | 69.3%-45.8pp |
| Annual return | 9.52% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,487 | $4,840-28.0% | $5,984-41.7% | $3,203+8.9% |
| Admin fee / account holder | $5,768 | $4,826+19.5% | $8,357-31.0% | $4,296+34.3% |