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 | $35,627 | $99,341-64.1% | $84,750-58.0% | $273,961-87.0% |
| Participation rate | 58.8% | 80.7%-21.9pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 2.92% | 22.93%-20.0pp | 22.78%-19.9pp | 41.45%-38.5pp |
| Employer contribution / active EE | $339 | $4,214-91.9% | $3,574-90.5% | $4,869-93.0% |
| Participant deferral / active EE | $2,205 | $4,269-48.4% | $3,712-40.6% | $5,287-58.3% |
| Admin fee / account holder | $14,283 | $6,644+115.0% | $5,332+167.9% | $10,132+41.0% |