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 | $33,817 | $60,349-44.0% | $74,183-54.4% | $62,891-46.2% |
| Participation rate | 28.0% | 72.7%-44.7pp | 76.6%-48.6pp | 69.3%-41.3pp |
| Annual return | 5.36% | 21.37%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,506 | $2,856-12.3% | $3,550-29.4% | $3,203-21.8% |
| Admin fee / account holder | $11,932 | $4,261+180.0% | $5,586+113.6% | $4,296+177.8% |