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 | $46,720 | $99,341-53.0% | $84,750-44.9% | $273,961-82.9% |
| Participation rate | 34.8% | 80.7%-45.9pp | 76.6%-41.8pp | 83.0%-48.2pp |
| Annual return | 4.98% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $198 | $4,214-95.3% | $3,574-94.5% | $4,869-95.9% |
| Participant deferral / active EE | $1,082 | $4,269-74.7% | $3,712-70.9% | $5,287-79.5% |
| Admin fee / account holder | $333 | $6,644-95.0% | $5,332-93.8% | $10,132-96.7% |