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 | $42,772 | $64,348-33.5% | $90,160-52.6% | $70,131-39.0% |
| Participation rate | 43.2% | 70.4%-27.3pp | 76.9%-33.7pp | 69.5%-26.4pp |
| Annual return | 26.65% | 28.13%-1.5pp | 34.88%-8.2pp | 73.14%-46.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,520 | $4,389+48.6% | $5,288+23.3% | $3,332+95.7% |
| Admin fee / account holder | $5,802 | $3,944+47.1% | $5,943-2.4% | $4,645+24.9% |