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 | $51,161 | $72,492-29.4% | $87,100-41.3% | $72,985-29.9% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.9%-16.1pp | 69.5%-8.7pp |
| Annual return | 25.43% | 24.46%+1.0pp | 28.19%-2.8pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,032 | $3,270-37.9% | $4,049-49.8% | $3,607-43.7% |
| Admin fee / account holder | $2,593 | $5,055-48.7% | $7,497-65.4% | $5,124-49.4% |