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 | $40,441 | $74,927-46.0% | $101,794-60.3% | $84,808-52.3% |
| Participation rate | 21.1% | 61.4%-40.3pp | 69.2%-48.1pp | 68.3%-47.2pp |
| Annual return | 26.44% | 18.70%+7.7pp | 30.53%-4.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,320 | $3,099-57.4% | $4,084-67.7% | $4,212-68.7% |
| Admin fee / account holder | $2,255 | $6,514-65.4% | $8,777-74.3% | $7,344-69.3% |