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 | $12,441 | $54,762-77.3% | $90,281-86.2% | $72,985-83.0% |
| Participation rate | 50.7% | 65.1%-14.5pp | 73.3%-22.6pp | 69.5%-18.8pp |
| Annual return | 19.33% | 30.63%-11.3pp | 78.10%-58.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,678 | $2,887-41.9% | $3,885-56.8% | $3,607-53.5% |
| Admin fee / account holder | $1,737 | $3,972-56.3% | $5,351-67.5% | $5,124-66.1% |