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 | $51,003 | $80,717-36.8% | $154,803-67.1% | $84,808-39.9% |
| Participation rate | 47.7% | 66.8%-19.1pp | 78.1%-30.3pp | 68.3%-20.6pp |
| Annual return | 14.69% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,517 | $3,303-23.8% | $5,540-54.6% | $4,212-40.2% |
| Admin fee / account holder | $1,796 | $6,746-73.4% | $14,329-87.5% | $7,344-75.5% |