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 | $78,686 | $87,013-9.6% | $106,213-25.9% | $80,856-2.7% |
| Participation rate | 41.5% | 70.4%-28.9pp | 75.3%-33.8pp | 67.6%-26.1pp |
| Annual return | 18.19% | 17.05%+1.1pp | 116.14%-97.9pp | 35.59%-17.4pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,252 | $3,986-43.5% | $5,016-55.1% | $4,296-47.6% |
| Admin fee / account holder | $2,954 | $8,431-65.0% | $11,033-73.2% | $6,918-57.3% |