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 | $59,411 | $88,707-33.0% | $74,183-19.9% | $273,961-78.3% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 2.85% | 11.94%-9.1pp | 17.74%-14.9pp | 41.45%-38.6pp |
| Employer contribution / active EE | $433 | $3,159-86.3% | $2,370-81.7% | $4,869-91.1% |
| Participant deferral / active EE | $1,289 | $4,212-69.4% | $3,550-63.7% | $5,287-75.6% |
| Admin fee / account holder | $831 | $8,717-90.5% | $5,586-85.1% | $10,132-91.8% |