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 | $76,057 | $78,422-3.0% | $95,952-20.7% | $79,858-4.8% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 17.73% | 19.37%-1.6pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $311 | $1,945-84.0% | $2,541-87.8% | $2,471-87.4% |
| Participant deferral / active EE | $2,001 | $3,440-41.8% | $4,167-52.0% | $3,740-46.5% |
| Admin fee / account holder | $662 | $5,622-88.2% | $6,795-90.3% | $5,306-87.5% |