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 | $54,695 | $60,349-9.4% | $74,183-26.3% | $62,891-13.0% |
| Participation rate | 54.1% | 72.7%-18.7pp | 76.6%-22.6pp | 69.3%-15.3pp |
| Annual return | 6.21% | 21.37%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $88 | $1,680-94.7% | $2,370-96.3% | $2,281-96.1% |
| Participant deferral / active EE | $1,536 | $2,856-46.2% | $3,550-56.7% | $3,203-52.0% |
| Admin fee / account holder | $6,074 | $4,261+42.5% | $5,586+8.7% | $4,296+41.4% |