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 | $64,695 | $57,828+11.9% | $117,039-44.7% | $70,131-7.8% |
| Participation rate | 35.9% | 67.1%-31.2pp | 77.2%-41.3pp | 69.5%-33.7pp |
| Annual return | 12.36% | 17.55%-5.2pp | 18.95%-6.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,767 | $2,438-27.5% | $3,929-55.0% | $3,332-47.0% |
| Admin fee / account holder | $554 | $3,548-84.4% | $5,974-90.7% | $4,645-88.1% |