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 | $69,822 | $99,341-29.7% | $84,750-17.6% | $273,961-74.5% |
| Participation rate | 47.1% | 80.7%-33.6pp | 76.6%-29.5pp | 83.0%-36.0pp |
| Annual return | 7.09% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $104 | $4,214-97.5% | $3,574-97.1% | $4,869-97.9% |
| Participant deferral / active EE | $1,619 | $4,269-62.1% | $3,712-56.4% | $5,287-69.4% |
| Admin fee / account holder | $1,719 | $6,644-74.1% | $5,332-67.8% | $10,132-83.0% |