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 | $53,814 | $88,707-39.3% | $74,183-27.5% | $273,961-80.4% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.6%-7.9pp | 83.0%-14.3pp |
| Annual return | 4.45% | 11.94%-7.5pp | 17.74%-13.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $284 | $3,159-91.0% | $2,370-88.0% | $4,869-94.2% |
| Participant deferral / active EE | $1,921 | $4,212-54.4% | $3,550-45.9% | $5,287-63.7% |
| Admin fee / account holder | $733 | $8,717-91.6% | $5,586-86.9% | $10,132-92.8% |