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 | $38,195 | $54,380-29.8% | $68,509-44.2% | $59,632-35.9% |
| Participation rate | 52.0% | 70.2%-18.2pp | 74.7%-22.7pp | 68.7%-16.7pp |
| Annual return | 0.61% | 2.83%-2.2pp | 8.27%-7.7pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,134 | $2,643-57.1% | $3,382-66.5% | $3,192-64.5% |
| Admin fee / account holder | $1,706 | $3,885-56.1% | $5,275-67.7% | $4,297-60.3% |