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 | $61,798 | $95,453-35.3% | $112,040-44.8% | $82,448-25.0% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.5%-7.9pp | 68.1%+0.5pp |
| Annual return | 14.76% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,427 | $4,224-18.9% | $5,098-32.8% | $4,139-17.2% |
| Admin fee / account holder | $2,818 | $9,013-68.7% | $12,098-76.7% | $7,234-61.1% |