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 | $70,918 | $57,016+24.4% | $84,966-16.5% | $80,856-12.3% |
| Participation rate | 47.4% | 56.3%-9.0pp | 67.5%-20.1pp | 67.6%-20.3pp |
| Annual return | 14.75% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $118 | $1,798-93.4% | $2,727-95.7% | $2,755-95.7% |
| Participant deferral / active EE | $1,733 | $3,110-44.3% | $4,519-61.7% | $4,296-59.7% |
| Admin fee / account holder | $1,911 | $4,980-61.6% | $6,149-68.9% | $6,918-72.4% |