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 | $56,684 | $56,897-0.4% | $84,750-33.1% | $62,891-9.9% |
| Participation rate | 37.2% | 68.5%-31.3pp | 76.6%-39.4pp | 69.3%-32.1pp |
| Annual return | 8.02% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $250 | $2,400-89.6% | $3,574-93.0% | $2,281-89.0% |
| Participant deferral / active EE | $1,312 | $2,709-51.6% | $3,712-64.7% | $3,203-59.0% |
| Admin fee / account holder | $481 | $3,581-86.6% | $5,332-91.0% | $4,296-88.8% |