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 | $60,714 | $68,547-11.4% | $120,354-49.6% | $80,856-24.9% |
| Participation rate | 38.5% | 61.6%-23.1pp | 71.9%-33.4pp | 67.6%-29.2pp |
| Annual return | 13.39% | 23.60%-10.2pp | 107.15%-93.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,168 | $3,173-63.2% | $4,991-76.6% | $4,296-72.8% |
| Admin fee / account holder | $1,127 | $5,732-80.3% | $9,423-88.0% | $6,918-83.7% |