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 | $67,912 | $101,724-33.2% | $164,813-58.8% | $80,856-16.0% |
| Participation rate | 36.8% | 71.8%-35.0pp | 78.6%-41.8pp | 67.6%-30.8pp |
| Annual return | 16.48% | 16.72%-0.2pp | 69.93%-53.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,373 | $4,477-24.7% | $6,031-44.1% | $4,296-21.5% |
| Admin fee / account holder | $1,635 | $8,227-80.1% | $12,690-87.1% | $6,918-76.4% |