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 | $42,480 | $54,762-22.4% | $90,281-52.9% | $72,985-41.8% |
| Participation rate | 48.7% | 65.1%-16.4pp | 73.3%-24.6pp | 69.5%-20.8pp |
| Annual return | 21.29% | 30.63%-9.3pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,669 | $2,887-42.2% | $3,885-57.0% | $3,607-53.7% |
| Admin fee / account holder | $577 | $3,972-85.5% | $5,351-89.2% | $5,124-88.7% |