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 | $69,802 | $101,724-31.4% | $164,813-57.6% | $80,856-13.7% |
| Participation rate | 52.8% | 71.8%-19.1pp | 78.6%-25.8pp | 67.6%-14.9pp |
| Annual return | 14.84% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,563 | $4,477+1.9% | $6,031-24.3% | $4,296+6.2% |
| Admin fee / account holder | $7,725 | $8,227-6.1% | $12,690-39.1% | $6,918+11.7% |