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 | $54,524 | $58,828-7.3% | $77,999-30.1% | $62,891-13.3% |
| Participation rate | 52.9% | 71.1%-18.1pp | 75.5%-22.6pp | 69.3%-16.4pp |
| Annual return | 8.66% | 17.16%-8.5pp | 425.96%-417.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,535 | $2,686+217.8% | $3,497+144.1% | $3,203+166.5% |
| Admin fee / account holder | $3,026 | $4,393-31.1% | $5,480-44.8% | $4,296-29.6% |