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 | $32,241 | $90,503-64.4% | $78,689-59.0% | $273,961-88.2% |
| Participation rate | 61.9% | 76.5%-14.6pp | 73.6%-11.7pp | 83.0%-21.1pp |
| Annual return | 4.29% | 75.60%-71.3pp | 62.18%-57.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,372 | $3,901-64.8% | $3,517-61.0% | $5,287-74.1% |
| Admin fee / account holder | $5,211 | $5,263-1.0% | $4,510+15.5% | $10,132-48.6% |