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 | $31,499 | $56,277-44.0% | $80,975-61.1% | $62,891-49.9% |
| Participation rate | 66.7% | 69.0%-2.3pp | 75.8%-9.1pp | 69.3%-2.6pp |
| Annual return | 7.87% | 22.12%-14.3pp | 17.10%-9.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,590 | $4,195+9.4% | $5,696-19.4% | $3,203+43.3% |
| Admin fee / account holder | $2,176 | $3,741-41.8% | $5,516-60.6% | $4,296-49.4% |