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 | $40,235 | $72,492-44.5% | $87,100-53.8% | $72,985-44.9% |
| Participation rate | 47.9% | 72.8%-24.9pp | 76.9%-29.0pp | 69.5%-21.6pp |
| Annual return | 20.85% | 24.46%-3.6pp | 28.19%-7.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $377 | $1,894-80.1% | $2,521-85.0% | $2,440-84.5% |
| Participant deferral / active EE | $1,508 | $3,270-53.9% | $4,049-62.8% | $3,607-58.2% |
| Admin fee / account holder | $1,665 | $5,055-67.1% | $7,497-77.8% | $5,124-67.5% |