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 | $56,068 | $87,841-36.2% | $133,980-58.2% | $62,891-10.8% |
| Participation rate | 55.2% | 83.4%-28.2pp | 87.1%-31.9pp | 69.3%-14.1pp |
| Annual return | 5.96% | 12.05%-6.1pp | 29.30%-23.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,245 | $4,812-32.6% | $6,282-48.3% | $3,203+1.3% |
| Admin fee / account holder | $9,696 | $5,371+80.5% | $9,324+4.0% | $4,296+125.7% |