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 | $43,313 | $58,828-26.4% | $77,999-44.5% | $62,891-31.1% |
| Participation rate | 34.8% | 71.1%-36.3pp | 75.5%-40.7pp | 69.3%-34.5pp |
| Annual return | 7.26% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,788 | $2,686-33.4% | $3,497-48.9% | $3,203-44.2% |
| Admin fee / account holder | $1,199 | $4,393-72.7% | $5,480-78.1% | $4,296-72.1% |