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 | $27,246 | $39,122-30.4% | $57,179-52.3% | $62,891-56.7% |
| Participation rate | 17.1% | 70.5%-53.4pp | 75.3%-58.2pp | 69.3%-52.2pp |
| Annual return | 5.20% | 9.23%-4.0pp | 14.59%-9.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,055 | $2,374-13.4% | $3,096-33.6% | $3,203-35.9% |
| Admin fee / account holder | $22,114 | $2,592+753.2% | $3,139+604.5% | $4,296+414.8% |