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 | $87,394 | $181,894-52.0% | $156,549-44.2% | $273,961-68.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 5.62% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $73 | $6,248-98.8% | $5,501-98.7% | $4,869-98.5% |
| Participant deferral / active EE | $2,746 | $5,550-50.5% | $4,871-43.6% | $5,287-48.1% |
| Admin fee / account holder | $1,091 | $15,559-93.0% | $13,027-91.6% | $10,132-89.2% |