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 | $24,142 | $49,227-51.0% | $70,449-65.7% | $79,858-69.8% |
| Participation rate | 68.9% | 69.2%-0.3pp | 75.1%-6.2pp | 69.6%-0.7pp |
| Annual return | 14.52% | 30.06%-15.5pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,217 | $2,768+16.2% | $3,709-13.3% | $3,740-14.0% |
| Admin fee / account holder | $3,686 | $2,878+28.1% | $3,845-4.1% | $5,306-30.5% |