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 | $55,885 | $80,968-31.0% | $96,544-42.1% | $75,163-25.6% |
| Participation rate | 39.6% | 71.8%-32.1pp | 76.0%-36.3pp | 67.2%-27.6pp |
| Annual return | 13.19% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.4pp |
| Employer contribution / active EE | $344 | $2,282-84.9% | $2,965-88.4% | $2,670-87.1% |
| Participant deferral / active EE | $2,599 | $3,928-33.8% | $4,851-46.4% | $4,125-37.0% |
| Admin fee / account holder | $11,850 | $6,724+76.2% | $8,252+43.6% | $5,651+109.7% |