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 | $42,795 | $45,035-5.0% | $62,995-32.1% | $70,131-39.0% |
| Participation rate | 44.4% | 69.5%-25.1pp | 74.8%-30.4pp | 69.5%-25.1pp |
| Annual return | 12.28% | 18.76%-6.5pp | 87.57%-75.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,491 | $2,465-39.5% | $3,329-55.2% | $3,332-55.3% |
| Admin fee / account holder | $5,540 | $2,834+95.5% | $3,600+53.9% | $4,645+19.3% |