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 | $27,272 | $76,552-64.4% | $123,892-78.0% | $62,891-56.6% |
| Participation rate | 46.4% | 73.0%-26.6pp | 81.4%-35.0pp | 69.3%-22.9pp |
| Annual return | 5.99% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,588 | $4,840-46.5% | $5,984-56.8% | $3,203-19.2% |
| Admin fee / account holder | $1,549 | $4,826-67.9% | $8,357-81.5% | $4,296-63.9% |