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 | $102,369 | $95,453+7.2% | $112,040-8.6% | $82,448+24.2% |
| Participation rate | 26.9% | 72.8%-45.8pp | 76.5%-49.6pp | 68.1%-41.1pp |
| Annual return | 16.65% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,029 | $4,224-52.0% | $5,098-60.2% | $4,139-51.0% |
| Admin fee / account holder | $4,133 | $9,013-54.1% | $12,098-65.8% | $7,234-42.9% |