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 | $44,444 | $105,630-57.9% | $87,507-49.2% | $273,961-83.8% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 11.29% | 12.25%-1.0pp | 12.21%-0.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $33 | $3,141-98.9% | $2,550-98.7% | $4,869-99.3% |
| Participant deferral / active EE | $365 | $3,601-89.9% | $3,149-88.4% | $5,287-93.1% |
| Admin fee / account holder | $885 | $4,781-81.5% | $4,221-79.0% | $10,132-91.3% |