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 | $55,154 | $76,367-27.8% | $93,606-41.1% | $72,985-24.4% |
| Participation rate | 55.0% | 71.7%-16.7pp | 75.8%-20.8pp | 69.5%-14.5pp |
| Annual return | 16.53% | 25.82%-9.3pp | 32.76%-16.2pp | 81.00%-64.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,172 | $3,538-10.3% | $4,069-22.0% | $3,607-12.1% |
| Admin fee / account holder | $9,589 | $6,838+40.2% | $7,888+21.6% | $5,124+87.1% |