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 | $25,491 | $90,503-71.8% | $78,689-67.6% | $273,961-90.7% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 3.95% | 75.60%-71.6pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,906 | $3,901-25.5% | $3,517-17.4% | $5,287-45.0% |
| Admin fee / account holder | $1,062 | $5,263-79.8% | $4,510-76.4% | $10,132-89.5% |