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 | $41,569 | $72,012-42.3% | $185,823-77.6% | $79,858-47.9% |
| Participation rate | 55.3% | 65.8%-10.5pp | 78.0%-22.8pp | 69.6%-14.4pp |
| Annual return | 16.08% | 23.12%-7.0pp | 35.95%-19.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,654 | $3,779-29.8% | $5,632-52.9% | $3,740-29.0% |
| Admin fee / account holder | $4,742 | $4,513+5.1% | $9,500-50.1% | $5,306-10.6% |