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 | $11,704 | $43,327-73.0% | $59,878-80.5% | $64,186-81.8% |
| Participation rate | 48.1% | 69.2%-21.0pp | 74.7%-26.6pp | 69.6%-21.4pp |
| Annual return | 7.58% | -1.55%+9.1pp | 3.46%+4.1pp | 7.63%0pp |
| Employer contribution / active EE | $314 | $2,028-84.5% | $2,722-88.5% | $2,381-86.8% |
| Participant deferral / active EE | $1,285 | $2,546-49.5% | $3,402-62.2% | $3,470-63.0% |
| Admin fee / account holder | $1,439 | $3,005-52.1% | $3,590-59.9% | $4,888-70.6% |