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 | $67,214 | $77,634-13.4% | $156,549-57.1% | $62,891+6.9% |
| Participation rate | 48.8% | 71.2%-22.4pp | 84.0%-35.2pp | 69.3%-20.5pp |
| Annual return | 5.21% | 50.32%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,585 | $3,045-15.1% | $4,871-46.9% | $3,203-19.3% |
| Admin fee / account holder | $496 | $5,561-91.1% | $13,027-96.2% | $4,296-88.5% |