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 | $70,962 | $72,012-1.5% | $185,823-61.8% | $79,858-11.1% |
| Participation rate | 38.1% | 65.8%-27.6pp | 78.0%-39.9pp | 69.6%-31.5pp |
| Annual return | 13.83% | 23.12%-9.3pp | 35.95%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,265 | $3,779-66.5% | $5,632-77.5% | $3,740-66.2% |
| Admin fee / account holder | $6,516 | $4,513+44.4% | $9,500-31.4% | $5,306+22.8% |