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 | $64,832 | $87,870-26.2% | $113,168-42.7% | $74,304-12.7% |
| Participation rate | 47.9% | 70.7%-22.9pp | 76.6%-28.7pp | 60.3%-12.5pp |
| Annual return | 20.35% | 26.44%-6.1pp | 24.27%-3.9pp | 29.43%-9.1pp |
| Employer contribution / active EE | $155 | $2,277-93.2% | $2,975-94.8% | $2,241-93.1% |
| Participant deferral / active EE | $3,183 | $4,241-24.9% | $5,107-37.7% | $3,767-15.5% |
| Admin fee / account holder | $4,713 | $3,368+39.9% | $12,068-60.9% | $2,969+58.8% |