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 | $62,149 | $70,475-11.8% | $100,516-38.2% | $79,858-22.2% |
| Participation rate | 48.6% | 73.7%-25.0pp | 79.4%-30.8pp | 69.6%-21.0pp |
| Annual return | 16.44% | 21.90%-5.5pp | 30.89%-14.4pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,430 | $5,181-33.8% | $6,270-45.3% | $3,740-8.3% |
| Admin fee / account holder | $2,326 | $4,478-48.1% | $8,081-71.2% | $5,306-56.2% |