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 | $46,299 | $67,606-31.5% | $82,313-43.8% | $70,131-34.0% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $337 | $1,755-80.8% | $2,428-86.1% | $2,342-85.6% |
| Participant deferral / active EE | $1,759 | $2,987-41.1% | $3,706-52.6% | $3,332-47.2% |
| Admin fee / account holder | $1,476 | $4,512-67.3% | $5,608-73.7% | $4,645-68.2% |