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 | $76,309 | $116,462-34.5% | $210,245-63.7% | $116,462-34.5% |
| Participation rate | 56.8% | 74.7%-17.9pp | 81.8%-25.0pp | 74.7%-17.9pp |
| Annual return | 14.12% | 15.65%-1.5pp | -5.56%+19.7pp | 15.65%-1.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $5,917-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $4,042 | $3,836+5.4% | $4,757-15.0% | $3,836+5.4% |
| Admin fee / account holder | $32,642 | $12,754+155.9% | $13,533+141.2% | $12,754+155.9% |