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 | $69,514 | $88,707-21.6% | $74,183-6.3% | $273,961-74.6% |
| Participation rate | 47.4% | 79.4%-32.1pp | 76.6%-29.2pp | 83.0%-35.6pp |
| Annual return | 4.93% | 11.94%-7.0pp | 17.74%-12.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,041 | $4,212-51.5% | $3,550-42.5% | $5,287-61.4% |
| Admin fee / account holder | $1,960 | $8,717-77.5% | $5,586-64.9% | $10,132-80.7% |