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 | $78,923 | $81,460-3.1% | $103,333-23.6% | $80,856-2.4% |
| Participation rate | 56.9% | 66.8%-10.0pp | 74.5%-17.6pp | 67.6%-10.8pp |
| Annual return | 19.90% | 25.55%-5.6pp | 24.88%-5.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,137 | $3,869+84.5% | $5,057+41.1% | $4,296+66.1% |
| Admin fee / account holder | $11,120 | $6,566+69.3% | $8,355+33.1% | $6,918+60.7% |