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 | $65,857 | $79,944-17.6% | $98,439-33.1% | $75,163-12.4% |
| Participation rate | 64.3% | 70.4%-6.1pp | 75.2%-10.9pp | 67.2%-2.9pp |
| Annual return | 15.59% | 19.75%-4.2pp | 21.16%-5.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,011 | $3,752-19.8% | $4,738-36.5% | $4,125-27.0% |
| Admin fee / account holder | $4,617 | $6,840-32.5% | $8,948-48.4% | $5,651-18.3% |