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 | $73,047 | $74,927-2.5% | $101,794-28.2% | $84,808-13.9% |
| Participation rate | 45.2% | 61.4%-16.2pp | 69.2%-24.0pp | 68.3%-23.1pp |
| Annual return | 13.68% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $295 | $1,522-80.6% | $2,289-87.1% | $2,631-88.8% |
| Participant deferral / active EE | $2,437 | $3,099-21.4% | $4,084-40.3% | $4,212-42.1% |
| Admin fee / account holder | $8,817 | $6,514+35.4% | $8,777+0.5% | $7,344+20.1% |