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 | $35,977 | $57,065-37.0% | $75,670-52.5% | $70,131-48.7% |
| Participation rate | 37.0% | 68.1%-31.1pp | 72.3%-35.4pp | 69.5%-32.6pp |
| Annual return | 15.80% | 23.57%-7.8pp | 27.34%-11.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,694 | $2,580+4.4% | $3,142-14.3% | $3,332-19.2% |
| Admin fee / account holder | $4,412 | $3,825+15.3% | $5,800-23.9% | $4,645-5.0% |