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 | $29,227 | $105,630-72.3% | $87,507-66.6% | $273,961-89.3% |
| Participation rate | 45.5% | 78.2%-32.7pp | 73.8%-28.4pp | 83.0%-37.6pp |
| Annual return | 5.56% | 12.25%-6.7pp | 12.21%-6.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,018 | $3,601+11.6% | $3,149+27.6% | $5,287-24.0% |
| Admin fee / account holder | $569 | $4,781-88.1% | $4,221-86.5% | $10,132-94.4% |