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 | $71,242 | $89,753-20.6% | $107,525-33.7% | $84,808-16.0% |
| Participation rate | 45.8% | 68.1%-22.2pp | 75.1%-29.2pp | 68.3%-22.5pp |
| Annual return | 15.87% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $705 | $3,113-77.4% | $3,754-81.2% | $2,631-73.2% |
| Participant deferral / active EE | $1,958 | $4,056-51.7% | $5,116-61.7% | $4,212-53.5% |
| Admin fee / account holder | $2,677 | $7,222-62.9% | $8,919-70.0% | $7,344-63.5% |