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 | $80,660 | $101,724-20.7% | $164,813-51.1% | $80,856-0.2% |
| Participation rate | 43.3% | 71.8%-28.5pp | 78.6%-35.3pp | 67.6%-24.3pp |
| Annual return | 11.31% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,158 | $4,477-51.8% | $6,031-64.2% | $4,296-49.8% |
| Admin fee / account holder | $11,628 | $8,227+41.3% | $12,690-8.4% | $6,918+68.1% |