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 | $44,446 | $53,777-17.4% | $134,143-66.9% | $79,858-44.3% |
| Participation rate | 62.9% | 58.8%+4.1pp | 72.2%-9.3pp | 69.6%-6.7pp |
| Annual return | 14.53% | 19.01%-4.5pp | 36.33%-21.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,356 | $2,420-2.7% | $3,499-32.7% | $3,740-37.0% |
| Admin fee / account holder | $790 | $3,984-80.2% | $6,684-88.2% | $5,306-85.1% |