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 | $82,623 | $76,050+8.6% | $96,544-14.4% | $71,457+15.6% |
| Participation rate | 48.3% | 74.4%-26.1pp | 76.0%-27.7pp | 67.9%-19.6pp |
| Annual return | 15.65% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $334 | $2,244-85.1% | $2,965-88.7% | $2,588-87.1% |
| Participant deferral / active EE | $3,005 | $4,215-28.7% | $4,851-38.1% | $4,289-29.9% |
| Admin fee / account holder | $4,467 | $2,707+65.0% | $8,252-45.9% | $1,587+181.4% |