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 | $62,858 | $124,281-49.4% | $109,143-42.4% | $167,490-62.5% |
| Participation rate | 36.4% | 79.4%-43.1pp | 75.9%-39.5pp | 82.1%-45.7pp |
| Annual return | 10.93% | 26.04%-15.1pp | 25.75%-14.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $231 | $4,207-94.5% | $3,722-93.8% | $4,837-95.2% |
| Participant deferral / active EE | $2,330 | $5,255-55.7% | $4,653-49.9% | $6,341-63.3% |
| Admin fee / account holder | $31,328 | $7,970+293.1% | $6,752+364.0% | $12,309+154.5% |