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 | $46,324 | $65,041-28.8% | $90,951-49.1% | $79,858-42.0% |
| Participation rate | 56.1% | 61.6%-5.5pp | 69.0%-12.9pp | 69.6%-13.5pp |
| Annual return | 16.22% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $175 | $1,247-85.9% | $2,122-91.7% | $2,471-92.9% |
| Participant deferral / active EE | $2,418 | $2,512-3.7% | $3,373-28.3% | $3,740-35.3% |
| Admin fee / account holder | $1,087 | $4,536-76.0% | $5,959-81.8% | $5,306-79.5% |