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 | $68,353 | $99,341-31.2% | $84,750-19.3% | $273,961-75.1% |
| Participation rate | 30.0% | 80.7%-50.7pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 3.12% | 22.93%-19.8pp | 22.78%-19.7pp | 41.45%-38.3pp |
| Employer contribution / active EE | $499 | $4,214-88.2% | $3,574-86.1% | $4,869-89.8% |
| Participant deferral / active EE | $1,854 | $4,269-56.6% | $3,712-50.0% | $5,287-64.9% |
| Admin fee / account holder | $1,274 | $6,644-80.8% | $5,332-76.1% | $10,132-87.4% |