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 | $43,000 | $93,346-53.9% | $71,796-40.1% | $273,961-84.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 9.66% | 130.39%-120.7pp | 78.04%-68.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $210 | $2,733-92.3% | $1,924-89.1% | $4,869-95.7% |
| Participant deferral / active EE | $1,484 | $3,475-57.3% | $2,794-46.9% | $5,287-71.9% |
| Admin fee / account holder | $2,661 | $6,571-59.5% | $4,815-44.7% | $10,132-73.7% |