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 | $31,732 | $62,586-49.3% | $76,768-58.7% | $64,186-50.6% |
| Participation rate | 51.9% | 72.8%-21.0pp | 77.0%-25.1pp | 69.6%-17.7pp |
| Annual return | 1.40% | -1.95%+3.3pp | 2.43%-1.0pp | 7.63%-6.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,710 | $3,145-45.6% | $3,852-55.6% | $3,470-50.7% |
| Admin fee / account holder | $2,385 | $4,667-48.9% | $6,675-64.3% | $4,888-51.2% |