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 | $86,741 | $96,557-10.2% | $80,975+7.1% | $273,961-68.3% |
| Participation rate | 33.3% | 79.1%-45.8pp | 75.8%-42.5pp | 83.0%-49.7pp |
| Annual return | 3.26% | 15.14%-11.9pp | 17.10%-13.8pp | 41.45%-38.2pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,801 | $6,598-57.5% | $5,696-50.8% | $5,287-47.0% |
| Admin fee / account holder | $1,188 | $7,492-84.1% | $5,516-78.5% | $10,132-88.3% |