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 | $80,078 | $87,013-8.0% | $106,213-24.6% | $80,856-1.0% |
| Participation rate | 65.3% | 70.4%-5.2pp | 75.3%-10.0pp | 67.6%-2.4pp |
| Annual return | 11.05% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $616 | $2,395-74.3% | $3,171-80.6% | $2,755-77.6% |
| Participant deferral / active EE | $3,429 | $3,986-14.0% | $5,016-31.6% | $4,296-20.2% |
| Admin fee / account holder | $19,416 | $8,431+130.3% | $11,033+76.0% | $6,918+180.7% |