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 | $40,325 | $81,248-50.4% | $155,509-74.1% | $80,856-50.1% |
| Participation rate | 35.6% | 66.2%-30.6pp | 78.2%-42.6pp | 67.6%-32.0pp |
| Annual return | 11.80% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $286 | $3,100-90.8% | $4,672-93.9% | $2,755-89.6% |
| Participant deferral / active EE | $3,489 | $3,452+1.1% | $5,626-38.0% | $4,296-18.8% |
| Admin fee / account holder | $18,295 | $7,997+128.8% | $15,912+15.0% | $6,918+164.5% |