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 | $65,626 | $83,477-21.4% | $125,175-47.6% | $72,985-10.1% |
| Participation rate | 29.8% | 73.3%-43.5pp | 79.8%-50.0pp | 69.5%-39.7pp |
| Annual return | 21.25% | 25.78%-4.5pp | 43.79%-22.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $457 | $2,345-80.5% | $3,865-88.2% | $2,440-81.3% |
| Participant deferral / active EE | $2,092 | $3,585-41.7% | $4,937-57.6% | $3,607-42.0% |
| Admin fee / account holder | $1,771 | $5,517-67.9% | $9,702-81.7% | $5,124-65.4% |