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 | $45,581 | $53,018-14.0% | $70,014-34.9% | $62,891-27.5% |
| Participation rate | 44.4% | 67.2%-22.8pp | 71.8%-27.4pp | 69.3%-24.9pp |
| Annual return | 7.49% | 13.35%-5.9pp | 12.99%-5.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $290 | $1,799-83.9% | $2,338-87.6% | $2,281-87.3% |
| Participant deferral / active EE | $1,837 | $2,395-23.3% | $2,931-37.3% | $3,203-42.6% |
| Admin fee / account holder | $4,793 | $3,690+29.9% | $4,380+9.4% | $4,296+11.6% |