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 | $17,796 | $61,280-71.0% | $69,780-74.5% | $84,808-79.0% |
| Participation rate | 49.4% | 73.6%-24.2pp | 79.3%-29.9pp | 68.3%-18.9pp |
| Annual return | 19.11% | 12.93%+6.2pp | 26.31%-7.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $0 | $3,577-100.0% | $4,168-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,250 | $3,756-66.7% | $6,164-79.7% | $4,212-70.3% |
| Admin fee / account holder | $1,300 | $6,026-78.4% | $7,285-82.1% | $7,344-82.3% |