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 | $89,277 | $87,870+1.6% | $113,168-21.1% | $74,304+20.1% |
| Participation rate | 50.0% | 70.7%-20.7pp | 76.6%-26.6pp | 60.3%-10.3pp |
| Annual return | 17.83% | 26.44%-8.6pp | 24.27%-6.4pp | 29.43%-11.6pp |
| Employer contribution / active EE | $271 | $2,277-88.1% | $2,975-90.9% | $2,241-87.9% |
| Participant deferral / active EE | $2,077 | $4,241-51.0% | $5,107-59.3% | $3,767-44.9% |
| Admin fee / account holder | $1,260 | $3,368-62.6% | $12,068-89.6% | $2,969-57.6% |