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 | $50,285 | $63,355-20.6% | $91,989-45.3% | $72,985-31.1% |
| Participation rate | 46.2% | 72.5%-26.4pp | 78.6%-32.5pp | 69.5%-23.3pp |
| Annual return | 21.47% | 35.35%-13.9pp | 69.02%-47.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,633 | $4,883-25.6% | $5,923-38.7% | $3,607+0.7% |
| Admin fee / account holder | $2,699 | $4,668-42.2% | $7,743-65.1% | $5,124-47.3% |