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 | $58,506 | $78,422-25.4% | $95,952-39.0% | $79,858-26.7% |
| Participation rate | 56.2% | 73.5%-17.3pp | 77.1%-20.9pp | 69.6%-13.5pp |
| Annual return | 14.00% | 19.37%-5.4pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,118 | $3,440-38.4% | $4,167-49.2% | $3,740-43.4% |
| Admin fee / account holder | $1,726 | $5,622-69.3% | $6,795-74.6% | $5,306-67.5% |