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 | $19,752 | $43,075-54.1% | $74,583-73.5% | $62,891-68.6% |
| Participation rate | 49.1% | 58.1%-9.0pp | 68.1%-19.1pp | 69.3%-20.2pp |
| Annual return | 27.71% | 17.50%+10.2pp | 20.47%+7.2pp | 20.14%+7.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,980 | $2,389-17.1% | $3,458-42.7% | $3,203-38.2% |
| Admin fee / account holder | $1,351 | $2,840-52.4% | $4,138-67.3% | $4,296-68.5% |