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 | $19,685 | $49,227-60.0% | $70,449-72.1% | $79,858-75.3% |
| Participation rate | 63.8% | 69.2%-5.3pp | 75.1%-11.2pp | 69.6%-5.8pp |
| Annual return | 7.07% | 30.06%-23.0pp | 109.03%-102.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $300 | $2,099-85.7% | $2,737-89.0% | $2,471-87.8% |
| Participant deferral / active EE | $1,687 | $2,768-39.1% | $3,709-54.5% | $3,740-54.9% |
| Admin fee / account holder | $340 | $2,878-88.2% | $3,845-91.2% | $5,306-93.6% |