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 | $52,923 | $132,239-60.0% | $105,722-49.9% | $273,961-80.7% |
| Participation rate | 53.8% | 83.2%-29.3pp | 78.9%-25.1pp | 83.0%-29.2pp |
| Annual return | 8.70% | 10.07%-1.4pp | 12.25%-3.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,074 | $4,867-77.9% | $4,079-73.7% | $4,869-77.9% |
| Participant deferral / active EE | $3,610 | $6,233-42.1% | $5,326-32.2% | $5,287-31.7% |
| Admin fee / account holder | $9,185 | $12,032-23.7% | $8,308+10.5% | $10,132-9.3% |