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 | $64,080 | $67,411-4.9% | $91,001-29.6% | $70,131-8.6% |
| Participation rate | 38.2% | 71.4%-33.2pp | 75.6%-37.4pp | 69.5%-31.4pp |
| Annual return | 15.75% | -40.16%+55.9pp | 4.60%+11.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,882 | $2,823-33.3% | $3,547-46.9% | $3,332-43.5% |
| Admin fee / account holder | $1,211 | $4,236-71.4% | $5,417-77.6% | $4,645-73.9% |