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 | $62,562 | $67,606-7.5% | $82,313-24.0% | $70,131-10.8% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 16.80% | 21.57%-4.8pp | 25.88%-9.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,447 | $2,987-51.6% | $3,706-61.0% | $3,332-56.6% |
| Admin fee / account holder | $1,351 | $4,512-70.1% | $5,608-75.9% | $4,645-70.9% |