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 | $19,064 | $57,354-66.8% | $83,848-77.3% | $64,186-70.3% |
| Participation rate | 54.7% | 68.6%-13.9pp | 76.1%-21.4pp | 69.6%-14.9pp |
| Annual return | 0.77% | 11.38%-10.6pp | 850.88%-850.1pp | 7.63%-6.9pp |
| Employer contribution / active EE | $385 | $2,545-84.9% | $3,631-89.4% | $2,381-83.8% |
| Participant deferral / active EE | $1,863 | $2,993-37.8% | $4,082-54.4% | $3,470-46.3% |
| Admin fee / account holder | $2,233 | $4,046-44.8% | $5,478-59.2% | $4,888-54.3% |