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 | $78,794 | $99,341-20.7% | $84,750-7.0% | $273,961-71.2% |
| Participation rate | 28.6% | 80.7%-52.1pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 4.65% | 22.93%-18.3pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $155 | $4,214-96.3% | $3,574-95.7% | $4,869-96.8% |
| Participant deferral / active EE | $1,107 | $4,269-74.1% | $3,712-70.2% | $5,287-79.1% |
| Admin fee / account holder | $840 | $6,644-87.4% | $5,332-84.2% | $10,132-91.7% |