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 | $62,536 | $65,365-4.3% | $92,893-32.7% | $72,985-14.3% |
| Participation rate | 30.8% | 68.3%-37.5pp | 76.0%-45.2pp | 69.5%-38.7pp |
| Annual return | 22.45% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $514 | $2,594-80.2% | $3,653-85.9% | $2,440-78.9% |
| Participant deferral / active EE | $1,440 | $3,128-54.0% | $4,236-66.0% | $3,607-60.1% |
| Admin fee / account holder | $1,902 | $4,251-55.3% | $5,794-67.2% | $5,124-62.9% |