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 | $48,949 | $56,897-14.0% | $84,750-42.2% | $62,891-22.2% |
| Participation rate | 26.6% | 68.5%-42.0pp | 76.6%-50.0pp | 69.3%-42.7pp |
| Annual return | 4.44% | 6.30%-1.9pp | 22.78%-18.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,375 | $2,709-49.3% | $3,712-63.0% | $3,203-57.1% |
| Admin fee / account holder | $1,446 | $3,581-59.6% | $5,332-72.9% | $4,296-66.3% |