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 | $72,567 | $56,054+29.5% | $171,082-57.6% | $62,891+15.4% |
| Participation rate | 26.2% | 62.9%-36.7pp | 76.7%-50.5pp | 69.3%-43.1pp |
| Annual return | 8.00% | 22.52%-14.5pp | 32.56%-24.6pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,090 | $3,158-65.5% | $4,797-77.3% | $3,203-66.0% |
| Admin fee / account holder | $2,125 | $3,647-41.7% | $8,520-75.1% | $4,296-50.5% |