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 | $46,603 | $81,248-42.6% | $155,509-70.0% | $80,856-42.4% |
| Participation rate | 7.7% | 66.2%-58.5pp | 78.2%-70.5pp | 67.6%-59.9pp |
| Annual return | 16.24% | 33.31%-17.1pp | 64.67%-48.4pp | 35.59%-19.4pp |
| Employer contribution / active EE | $96 | $3,100-96.9% | $4,672-97.9% | $2,755-96.5% |
| Participant deferral / active EE | $1,227 | $3,452-64.4% | $5,626-78.2% | $4,296-71.4% |
| Admin fee / account holder | $1,067 | $7,997-86.7% | $15,912-93.3% | $6,918-84.6% |