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 | $92,391 | $127,065-27.3% | $113,168-18.4% | $142,382-35.1% |
| Participation rate | 59.1% | 79.2%-20.1pp | 76.6%-17.5pp | 80.1%-21.0pp |
| Annual return | 12.05% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $537 | $3,442-84.4% | $2,975-81.9% | $4,299-87.5% |
| Participant deferral / active EE | $2,200 | $5,716-61.5% | $5,107-56.9% | $6,507-66.2% |
| Admin fee / account holder | $69,784 | $15,736+343.5% | $12,068+478.3% | $12,624+452.8% |