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 | $81,312 | $67,411+20.6% | $91,001-10.6% | $70,131+15.9% |
| Participation rate | 37.0% | 71.4%-34.4pp | 75.6%-38.6pp | 69.5%-32.6pp |
| Annual return | 17.78% | -40.16%+57.9pp | 4.60%+13.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,546 | $2,823+25.6% | $3,5470% | $3,332+6.4% |
| Admin fee / account holder | $5,203 | $4,236+22.8% | $5,417-4.0% | $4,645+12.0% |