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 | $76,787 | $99,341-22.7% | $84,750-9.4% | $273,961-72.0% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 2.66% | 22.93%-20.3pp | 22.78%-20.1pp | 41.45%-38.8pp |
| Employer contribution / active EE | $604 | $4,214-85.7% | $3,574-83.1% | $4,869-87.6% |
| Participant deferral / active EE | $1,683 | $4,269-60.6% | $3,712-54.7% | $5,287-68.2% |
| Admin fee / account holder | $7,933 | $6,644+19.4% | $5,332+48.8% | $10,132-21.7% |