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 | $35,521 | $140,588-74.7% | $123,104-71.1% | $125,391-71.7% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | 0.74% | 16.80%-16.1pp | 13.22%-12.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $748 | $6,041-87.6% | $5,151-85.5% | $4,866-84.6% |
| Participant deferral / active EE | $2,299 | $6,980-67.1% | $6,230-63.1% | $5,352-57.0% |
| Admin fee / account holder | $3,302 | $11,198-70.5% | $9,015-63.4% | $9,540-65.4% |