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 | $61,344 | $76,050-19.3% | $96,544-36.5% | $71,457-14.2% |
| Participation rate | 46.3% | 74.4%-28.1pp | 76.0%-29.6pp | 67.9%-21.6pp |
| Annual return | 17.28% | 22.81%-5.5pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $673 | $2,244-70.0% | $2,965-77.3% | $2,588-74.0% |
| Participant deferral / active EE | $2,803 | $4,215-33.5% | $4,851-42.2% | $4,289-34.7% |
| Admin fee / account holder | $5,766 | $2,707+113.0% | $8,252-30.1% | $1,587+263.3% |