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 | $27,397 | $136,307-79.9% | $106,619-74.3% | $273,961-90.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 6.13% | 11.05%-4.9pp | 9.42%-3.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $298 | $5,190-94.2% | $3,947-92.4% | $4,869-93.9% |
| Participant deferral / active EE | $1,400 | $4,969-71.8% | $3,930-64.4% | $5,287-73.5% |
| Admin fee / account holder | $6,734 | $8,625-21.9% | $6,418+4.9% | $10,132-33.5% |