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 | $24,519 | $43,075-43.1% | $74,583-67.1% | $62,891-61.0% |
| Participation rate | 57.4% | 58.1%-0.6pp | 68.1%-10.7pp | 69.3%-11.9pp |
| Annual return | 5.34% | 17.50%-12.2pp | 20.47%-15.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,323 | $2,389-44.6% | $3,458-61.7% | $3,203-58.7% |
| Admin fee / account holder | $1,995 | $2,840-29.8% | $4,138-51.8% | $4,296-53.6% |