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 | $21,191 | $76,552-72.3% | $123,892-82.9% | $62,891-66.3% |
| Participation rate | 45.7% | 73.0%-27.3pp | 81.4%-35.7pp | 69.3%-23.6pp |
| Annual return | 6.83% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,715 | $4,840-23.2% | $5,984-37.9% | $3,203+16.0% |
| Admin fee / account holder | $6,094 | $4,826+26.3% | $8,357-27.1% | $4,296+41.9% |