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 | $66,154 | $68,914-4.0% | $136,749-51.6% | $74,304-11.0% |
| Participation rate | 42.9% | 51.3%-8.5pp | 72.1%-29.3pp | 60.3%-17.5pp |
| Annual return | 15.17% | 16.34%-1.2pp | 24.33%-9.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,651 | $2,541-35.0% | $4,692-64.8% | $3,767-56.2% |
| Admin fee / account holder | $5,851 | $3,149+85.8% | $11,386-48.6% | $2,969+97.1% |