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 | $54,960 | $99,341-44.7% | $84,750-35.2% | $273,961-79.9% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 4.44% | 22.93%-18.5pp | 22.78%-18.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $126 | $4,214-97.0% | $3,574-96.5% | $4,869-97.4% |
| Participant deferral / active EE | $1,190 | $4,269-72.1% | $3,712-67.9% | $5,287-77.5% |
| Admin fee / account holder | $536 | $6,644-91.9% | $5,332-89.9% | $10,132-94.7% |