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 | $48,915 | $94,625-48.3% | $116,228-57.9% | $84,808-42.3% |
| Participation rate | 37.8% | 70.4%-32.6pp | 74.6%-36.7pp | 68.3%-30.5pp |
| Annual return | 16.00% | 20.40%-4.4pp | 90.06%-74.1pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,107 | $3,972-21.8% | $4,953-37.3% | $4,212-26.2% |
| Admin fee / account holder | $4,843 | $10,091-52.0% | $11,989-59.6% | $7,344-34.1% |