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 | $41,684 | $94,625-55.9% | $116,228-64.1% | $84,808-50.8% |
| Participation rate | 40.5% | 70.4%-29.9pp | 74.6%-34.0pp | 68.3%-27.8pp |
| Annual return | 16.25% | 20.40%-4.2pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $652 | $2,347-72.2% | $2,994-78.2% | $2,631-75.2% |
| Participant deferral / active EE | $2,013 | $3,972-49.3% | $4,953-59.4% | $4,212-52.2% |
| Admin fee / account holder | $12,685 | $10,091+25.7% | $11,989+5.8% | $7,344+72.7% |