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 | $71,477 | $84,556-15.5% | $116,228-38.5% | $74,304-3.8% |
| Participation rate | 32.2% | 66.0%-33.8pp | 74.6%-42.3pp | 60.3%-28.1pp |
| Annual return | 14.70% | 18.35%-3.7pp | 90.06%-75.4pp | 29.43%-14.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,678 | $3,814-56.0% | $4,953-66.1% | $3,767-55.5% |
| Admin fee / account holder | $10,133 | $3,792+167.2% | $11,989-15.5% | $2,969+241.3% |