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 | $15,623 | $45,035-65.3% | $62,995-75.2% | $70,131-77.7% |
| Participation rate | 66.0% | 69.5%-3.5pp | 74.8%-8.8pp | 69.5%-3.5pp |
| Annual return | 14.00% | 18.76%-4.8pp | 87.57%-73.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,956 | $2,465-20.6% | $3,329-41.2% | $3,332-41.3% |
| Admin fee / account holder | $1,418 | $2,834-50.0% | $3,600-60.6% | $4,645-69.5% |