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 | $47,775 | $65,395-26.9% | $182,532-73.8% | $72,985-34.5% |
| Participation rate | 47.4% | 65.4%-18.1pp | 78.0%-30.6pp | 69.5%-22.1pp |
| Annual return | 20.80% | 27.68%-6.9pp | 148.54%-127.7pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,590 | $3,563-55.4% | $5,524-71.2% | $3,607-55.9% |
| Admin fee / account holder | $1,168 | $4,245-72.5% | $8,592-86.4% | $5,124-77.2% |