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 | $57,972 | $76,552-24.3% | $123,892-53.2% | $62,891-7.8% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 7.17% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $311 | $2,883-89.2% | $4,617-93.3% | $2,281-86.4% |
| Participant deferral / active EE | $3,108 | $4,840-35.8% | $5,984-48.1% | $3,203-3.0% |
| Admin fee / account holder | $540 | $4,826-88.8% | $8,357-93.5% | $4,296-87.4% |