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 | $35,144 | $48,076-26.9% | $78,689-55.3% | $62,891-44.1% |
| Participation rate | 48.5% | 65.2%-16.7pp | 73.6%-25.1pp | 69.3%-20.8pp |
| Annual return | 8.90% | 31.35%-22.5pp | 62.18%-53.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,190 | $2,588-54.0% | $3,517-66.2% | $3,203-62.8% |
| Admin fee / account holder | $7,190 | $3,207+124.2% | $4,510+59.4% | $4,296+67.4% |