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 | $87,425 | $73,787+18.5% | $98,716-11.4% | $82,448+6.0% |
| Participation rate | 52.1% | 61.4%-9.4pp | 69.3%-17.2pp | 68.1%-16.0pp |
| Annual return | 12.75% | 18.57%-5.8pp | 31.81%-19.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,933 | $3,081+27.6% | $4,048-2.8% | $4,139-5.0% |
| Admin fee / account holder | $22,988 | $6,500+253.7% | $8,703+164.1% | $7,234+217.8% |