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 | $46,470 | $93,346-50.2% | $71,796-35.3% | $273,961-83.0% |
| Participation rate | 18.8% | 76.5%-57.8pp | 69.1%-50.4pp | 83.0%-64.3pp |
| Annual return | 2.01% | 130.39%-128.4pp | 78.04%-76.0pp | 41.45%-39.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,486 | $3,475-28.5% | $2,794-11.0% | $5,287-53.0% |
| Admin fee / account holder | $6,908 | $6,571+5.1% | $4,815+43.5% | $10,132-31.8% |