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 | $68,074 | $72,277-5.8% | $101,248-32.8% | $79,858-14.8% |
| Participation rate | 35.3% | 68.5%-33.2pp | 75.8%-40.5pp | 69.6%-34.3pp |
| Annual return | 11.81% | 22.30%-10.5pp | 46.47%-34.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $595 | $2,692-77.9% | $3,660-83.7% | $2,471-75.9% |
| Participant deferral / active EE | $2,212 | $3,282-32.6% | $4,370-49.4% | $3,740-40.9% |
| Admin fee / account holder | $11,649 | $4,400+164.7% | $5,945+95.9% | $5,306+119.5% |