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 | $43,446 | $90,745-52.1% | $130,231-66.6% | $75,163-42.2% |
| Participation rate | 31.7% | 71.1%-39.3pp | 76.3%-44.6pp | 67.2%-35.5pp |
| Annual return | 17.82% | 34.45%-16.6pp | 38.77%-21.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $232 | $3,314-93.0% | $4,126-94.4% | $2,670-91.3% |
| Participant deferral / active EE | $2,157 | $5,362-59.8% | $6,799-68.3% | $4,125-47.7% |
| Admin fee / account holder | $1,562 | $6,331-75.3% | $6,020-74.1% | $5,651-72.4% |