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 | $33,420 | $58,512-42.9% | $84,015-60.2% | $72,985-54.2% |
| Participation rate | 35.2% | 61.2%-26.0pp | 69.0%-33.8pp | 69.5%-34.3pp |
| Annual return | 18.90% | 28.93%-10.0pp | 71.31%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,296 | $2,394-4.1% | $3,239-29.1% | $3,607-36.4% |
| Admin fee / account holder | $1,301 | $4,569-71.5% | $6,101-78.7% | $5,124-74.6% |