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 | $102,416 | $148,978-31.3% | $200,582-48.9% | $84,808+20.8% |
| Participation rate | 66.7% | 84.2%-17.6pp | 86.9%-20.2pp | 68.3%-1.6pp |
| Annual return | 13.42% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,489 | $7,142-51.1% | $9,331-62.6% | $4,212-17.1% |
| Admin fee / account holder | $4,341 | $13,977-68.9% | $16,305-73.4% | $7,344-40.9% |