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 | $34,081 | $96,956-64.8% | $70,014-51.3% | $273,961-87.6% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.8%-11.8pp | 83.0%-23.0pp |
| Annual return | 6.96% | 12.93%-6.0pp | 12.99%-6.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,101 | $3,744+36.2% | $2,931+74.0% | $5,287-3.5% |
| Admin fee / account holder | $10,283 | $7,934+29.6% | $4,380+134.8% | $10,132+1.5% |