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 | $59,052 | $54,541+8.3% | $78,778-25.0% | $70,131-15.8% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 13.27% | 21.07%-7.8pp | 35.62%-22.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $188 | $1,089-82.8% | $1,986-90.6% | $2,342-92.0% |
| Participant deferral / active EE | $1,640 | $2,210-25.8% | $2,958-44.5% | $3,332-50.8% |
| Admin fee / account holder | $1,560 | $3,709-57.9% | $5,134-69.6% | $4,645-66.4% |