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 | $25,169 | $88,583-71.6% | $88,497-71.6% | $273,961-90.8% |
| Participation rate | 63.6% | 83.5%-19.8pp | 82.4%-18.8pp | 83.0%-19.4pp |
| Annual return | 5.19% | 5.68%-0.5pp | 7.63%-2.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,000 | $4,502-77.8% | $4,036-75.2% | $4,869-79.5% |
| Participant deferral / active EE | $2,468 | $4,891-49.5% | $4,899-49.6% | $5,287-53.3% |
| Admin fee / account holder | $2,277 | $8,980-74.6% | $6,220-63.4% | $10,132-77.5% |