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 | $65,312 | $88,707-26.4% | $74,183-12.0% | $273,961-76.2% |
| Participation rate | 45.8% | 79.4%-33.6pp | 76.6%-30.8pp | 83.0%-37.2pp |
| Annual return | 6.54% | 11.94%-5.4pp | 17.74%-11.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,626 | $4,212-61.4% | $3,550-54.2% | $5,287-69.2% |
| Admin fee / account holder | $595 | $8,717-93.2% | $5,586-89.4% | $10,132-94.1% |