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 9-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 | $52,358 | $81,460-35.7% | $103,333-49.3% | $80,856-35.2% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 10.97% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $585 | $3,105-81.1% | $3,868-84.9% | $2,755-78.8% |
| Participant deferral / active EE | $2,194 | $3,869-43.3% | $5,057-56.6% | $4,296-48.9% |
| Admin fee / account holder | $2,163 | $6,566-67.1% | $8,355-74.1% | $6,918-68.7% |