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 | $46,904 | $56,897-17.6% | $84,750-44.7% | $62,891-25.4% |
| Participation rate | 42.5% | 68.5%-26.0pp | 76.6%-34.1pp | 69.3%-26.8pp |
| Annual return | 6.89% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $365 | $2,400-84.8% | $3,574-89.8% | $2,281-84.0% |
| Participant deferral / active EE | $1,870 | $2,709-31.0% | $3,712-49.6% | $3,203-41.6% |
| Admin fee / account holder | $2,803 | $3,581-21.7% | $5,332-47.4% | $4,296-34.7% |