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 | $51,528 | $60,892-15.4% | $82,389-37.5% | $84,808-39.2% |
| Participation rate | 46.3% | 63.3%-16.9pp | 69.5%-23.2pp | 68.3%-22.0pp |
| Annual return | 16.22% | 37.29%-21.1pp | 28.67%-12.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $304 | $1,779-82.9% | $2,517-87.9% | $2,631-88.4% |
| Participant deferral / active EE | $1,879 | $3,179-40.9% | $4,155-54.8% | $4,212-55.4% |
| Admin fee / account holder | $5,858 | $5,467+7.2% | $7,231-19.0% | $7,344-20.2% |