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 | $114,061 | $81,446+40.0% | $103,374+10.3% | $80,874+41.0% |
| Participation rate | 45.5% | 66.9%-21.4pp | 74.5%-29.1pp | 67.6%-22.2pp |
| Annual return | 12.76% | 25.57%-12.8pp | 24.89%-12.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,713 | $3,870-29.9% | $5,058-46.4% | $4,297-36.9% |
| Admin fee / account holder | $3,630 | $6,715-45.9% | $8,394-56.8% | $6,935-47.7% |