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 | $78,460 | $74,927+4.7% | $101,794-22.9% | $84,808-7.5% |
| Participation rate | 35.7% | 61.4%-25.7pp | 69.2%-33.5pp | 68.3%-32.6pp |
| Annual return | 12.59% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $303 | $1,522-80.1% | $2,289-86.8% | $2,631-88.5% |
| Participant deferral / active EE | $1,794 | $3,099-42.1% | $4,084-56.1% | $4,212-57.4% |
| Admin fee / account holder | $5,635 | $6,514-13.5% | $8,777-35.8% | $7,344-23.3% |