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 | $36,626 | $43,327-15.5% | $59,878-38.8% | $64,186-42.9% |
| Participation rate | 41.7% | 69.2%-27.5pp | 74.7%-33.0pp | 69.6%-27.9pp |
| Annual return | 8.90% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.3pp |
| Employer contribution / active EE | $93 | $2,028-95.4% | $2,722-96.6% | $2,381-96.1% |
| Participant deferral / active EE | $1,989 | $2,546-21.9% | $3,402-41.5% | $3,470-42.7% |
| Admin fee / account holder | $4,224 | $3,005+40.6% | $3,590+17.7% | $4,888-13.6% |