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 | $48,037 | $45,035+6.7% | $62,995-23.7% | $70,131-31.5% |
| Participation rate | 41.9% | 69.5%-27.7pp | 74.8%-32.9pp | 69.5%-27.7pp |
| Annual return | 20.87% | 18.76%+2.1pp | 87.57%-66.7pp | 73.14%-52.3pp |
| Employer contribution / active EE | $91 | $2,051-95.6% | $2,759-96.7% | $2,342-96.1% |
| Participant deferral / active EE | $2,395 | $2,465-2.8% | $3,329-28.1% | $3,332-28.1% |
| Admin fee / account holder | $20,161 | $2,834+611.3% | $3,600+460.0% | $4,645+334.0% |