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 | $53,623 | $76,050-29.5% | $96,544-44.5% | $71,457-25.0% |
| Participation rate | 43.4% | 74.4%-31.0pp | 76.0%-32.6pp | 67.9%-24.5pp |
| Annual return | 19.31% | 22.81%-3.5pp | 25.84%-6.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $559 | $2,244-75.1% | $2,965-81.1% | $2,588-78.4% |
| Participant deferral / active EE | $3,035 | $4,215-28.0% | $4,851-37.4% | $4,289-29.2% |
| Admin fee / account holder | $3,400 | $2,707+25.6% | $8,252-58.8% | $1,587+114.2% |