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 | $44,307 | $67,606-34.5% | $82,313-46.2% | $70,131-36.8% |
| Participation rate | 41.4% | 72.8%-31.4pp | 76.9%-35.5pp | 69.5%-28.2pp |
| Annual return | 14.64% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $295 | $1,755-83.2% | $2,428-87.8% | $2,342-87.4% |
| Participant deferral / active EE | $2,036 | $2,987-31.8% | $3,706-45.1% | $3,332-38.9% |
| Admin fee / account holder | $2,314 | $4,512-48.7% | $5,608-58.7% | $4,645-50.2% |