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 | $73,184 | $81,446-10.1% | $103,374-29.2% | $80,874-9.5% |
| Participation rate | 58.3% | 66.9%-8.5pp | 74.5%-16.2pp | 67.6%-9.3pp |
| Annual return | 11.32% | 25.57%-14.2pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $279 | $3,107-91.0% | $3,869-92.8% | $2,756-89.9% |
| Participant deferral / active EE | $3,432 | $3,870-11.3% | $5,058-32.1% | $4,297-20.1% |
| Admin fee / account holder | $14,211 | $6,715+111.6% | $8,394+69.3% | $6,935+104.9% |