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 | $28,756 | $72,177-60.2% | $115,037-75.0% | $59,632-51.8% |
| Participation rate | 51.4% | 72.6%-21.1pp | 81.4%-29.9pp | 68.7%-17.2pp |
| Annual return | 1.54% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $335 | $2,841-88.2% | $4,608-92.7% | $2,203-84.8% |
| Participant deferral / active EE | $3,190 | $4,783-33.3% | $6,026-47.1% | $3,192-0.1% |
| Admin fee / account holder | $3,991 | $4,927-19.0% | $8,175-51.2% | $4,297-7.1% |