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 | $49,965 | $72,177-30.8% | $115,037-56.6% | $59,632-16.2% |
| Participation rate | 60.6% | 72.6%-11.9pp | 81.4%-20.8pp | 68.7%-8.1pp |
| Annual return | 0.25% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,790 | $4,783-20.8% | $6,026-37.1% | $3,192+18.7% |
| Admin fee / account holder | $2,563 | $4,927-48.0% | $8,175-68.6% | $4,297-40.4% |