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 | $68,558 | $74,927-8.5% | $101,794-32.6% | $84,808-19.2% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.2%-34.7pp | 68.3%-33.8pp |
| Annual return | 15.14% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $186 | $1,522-87.8% | $2,289-91.9% | $2,631-92.9% |
| Participant deferral / active EE | $1,897 | $3,099-38.8% | $4,084-53.6% | $4,212-55.0% |
| Admin fee / account holder | $1,918 | $6,514-70.6% | $8,777-78.2% | $7,344-73.9% |