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 | $17,431 | $54,762-68.2% | $90,281-80.7% | $72,985-76.1% |
| Participation rate | 47.1% | 65.1%-18.1pp | 73.3%-26.2pp | 69.5%-22.4pp |
| Annual return | 20.89% | 30.63%-9.7pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,734 | $2,887-5.3% | $3,885-29.6% | $3,607-24.2% |
| Admin fee / account holder | $7,520 | $3,972+89.3% | $5,351+40.5% | $5,124+46.8% |