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 | $38,722 | $56,897-31.9% | $84,750-54.3% | $62,891-38.4% |
| Participation rate | 46.0% | 68.5%-22.5pp | 76.6%-30.6pp | 69.3%-23.3pp |
| Annual return | 9.83% | 6.30%+3.5pp | 22.78%-12.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $46 | $2,400-98.1% | $3,574-98.7% | $2,281-98.0% |
| Participant deferral / active EE | $2,284 | $2,709-15.7% | $3,712-38.5% | $3,203-28.7% |
| Admin fee / account holder | $1,678 | $3,581-53.1% | $5,332-68.5% | $4,296-60.9% |