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 | $37,162 | $45,073-17.6% | $69,455-46.5% | $72,985-49.1% |
| Participation rate | 50.8% | 68.5%-17.7pp | 74.6%-23.8pp | 69.5%-18.7pp |
| Annual return | 18.33% | 22.65%-4.3pp | 28.97%-10.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,061 | $2,602-59.2% | $3,535-70.0% | $3,607-70.6% |
| Admin fee / account holder | $6,808 | $3,056+122.8% | $3,839+77.3% | $5,124+32.9% |