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 | $52,727 | $83,477-36.8% | $125,175-57.9% | $72,985-27.8% |
| Participation rate | 45.9% | 73.3%-27.4pp | 79.8%-33.8pp | 69.5%-23.5pp |
| Annual return | 24.35% | 25.78%-1.4pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $276 | $2,345-88.2% | $3,865-92.9% | $2,440-88.7% |
| Participant deferral / active EE | $1,662 | $3,585-53.6% | $4,937-66.3% | $3,607-53.9% |
| Admin fee / account holder | $5,241 | $5,517-5.0% | $9,702-46.0% | $5,124+2.3% |