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 | $67,441 | $84,556-20.2% | $116,228-42.0% | $74,304-9.2% |
| Participation rate | 47.3% | 66.0%-18.8pp | 74.6%-27.3pp | 60.3%-13.1pp |
| Annual return | 15.80% | 18.35%-2.5pp | 90.06%-74.3pp | 29.43%-13.6pp |
| Employer contribution / active EE | $554 | $2,168-74.4% | $2,994-81.5% | $2,241-75.3% |
| Participant deferral / active EE | $2,216 | $3,814-41.9% | $4,953-55.3% | $3,767-41.2% |
| Admin fee / account holder | $5,751 | $3,792+51.7% | $11,989-52.0% | $2,969+93.7% |