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 | $36,573 | $56,897-35.7% | $84,750-56.8% | $62,891-41.8% |
| Participation rate | 58.8% | 68.5%-9.7pp | 76.6%-17.8pp | 69.3%-10.5pp |
| Annual return | 6.60% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $305 | $2,400-87.3% | $3,574-91.5% | $2,281-86.6% |
| Participant deferral / active EE | $2,488 | $2,709-8.2% | $3,712-33.0% | $3,203-22.3% |
| Admin fee / account holder | $1,491 | $3,581-58.4% | $5,332-72.0% | $4,296-65.3% |