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 | $114,736 | $78,926+45.4% | $136,749-16.1% | $84,808+35.3% |
| Participation rate | 18.5% | 62.2%-43.7pp | 72.1%-53.6pp | 68.3%-49.8pp |
| Annual return | 14.16% | 18.17%-4.0pp | 24.33%-10.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,147 | $3,168-63.8% | $4,692-75.5% | $4,212-72.8% |
| Admin fee / account holder | $2,758 | $6,369-56.7% | $11,386-75.8% | $7,344-62.4% |