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 | $47,982 | $72,492-33.8% | $87,100-44.9% | $72,985-34.3% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.9%-28.6pp | 69.5%-21.2pp |
| Annual return | 20.01% | 24.46%-4.4pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $23 | $1,894-98.8% | $2,521-99.1% | $2,440-99.0% |
| Participant deferral / active EE | $2,405 | $3,270-26.5% | $4,049-40.6% | $3,607-33.3% |
| Admin fee / account holder | $4,707 | $5,055-6.9% | $7,497-37.2% | $5,124-8.1% |