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 | $57,379 | $84,233-31.9% | $170,442-66.3% | $70,131-18.2% |
| Participation rate | 55.4% | 70.8%-15.4pp | 83.6%-28.2pp | 69.5%-14.1pp |
| Annual return | 20.29% | 23.06%-2.8pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,120 | $3,086+1.1% | $4,939-36.8% | $3,332-6.4% |
| Admin fee / account holder | $11,900 | $5,698+108.8% | $13,880-14.3% | $4,645+156.2% |