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 | $86,269 | $87,013-0.9% | $106,213-18.8% | $80,856+6.7% |
| Participation rate | 48.1% | 70.4%-22.3pp | 75.3%-27.1pp | 67.6%-19.5pp |
| Annual return | 11.78% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,892 | $3,986-52.5% | $5,016-62.3% | $4,296-56.0% |
| Admin fee / account holder | $13,094 | $8,431+55.3% | $11,033+18.7% | $6,918+89.3% |