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 | $47,688 | $56,053-14.9% | $75,972-37.2% | $80,856-41.0% |
| Participation rate | 40.5% | 62.0%-21.6pp | 69.1%-28.6pp | 67.6%-27.2pp |
| Annual return | 11.60% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $286 | $1,874-84.7% | $2,685-89.3% | $2,755-89.6% |
| Participant deferral / active EE | $1,705 | $3,052-44.1% | $4,255-59.9% | $4,296-60.3% |
| Admin fee / account holder | $1,620 | $5,234-69.0% | $6,467-74.9% | $6,918-76.6% |