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 | $42,836 | $96,557-55.6% | $80,975-47.1% | $273,961-84.4% |
| Participation rate | 69.6% | 79.1%-9.5pp | 75.8%-6.2pp | 83.0%-13.5pp |
| Annual return | 3.07% | 15.14%-12.1pp | 17.10%-14.0pp | 41.45%-38.4pp |
| Employer contribution / active EE | $445 | $4,868-90.9% | $3,714-88.0% | $4,869-90.9% |
| Participant deferral / active EE | $2,143 | $6,598-67.5% | $5,696-62.4% | $5,287-59.5% |
| Admin fee / account holder | $33,230 | $7,492+343.5% | $5,516+502.5% | $10,132+228.0% |