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 | $56,906 | $78,926-27.9% | $136,749-58.4% | $84,808-32.9% |
| Participation rate | 54.8% | 62.2%-7.3pp | 72.1%-17.3pp | 68.3%-13.5pp |
| Annual return | 15.00% | 18.17%-3.2pp | 24.33%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $450 | $2,134-78.9% | $3,400-86.8% | $2,631-82.9% |
| Participant deferral / active EE | $1,948 | $3,168-38.5% | $4,692-58.5% | $4,212-53.7% |
| Admin fee / account holder | $8,800 | $6,369+38.2% | $11,386-22.7% | $7,344+19.8% |