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 | $68,047 | $87,870-22.6% | $113,168-39.9% | $74,304-8.4% |
| Participation rate | 45.3% | 70.7%-25.4pp | 76.6%-31.2pp | 60.3%-15.0pp |
| Annual return | 15.39% | 26.44%-11.0pp | 24.27%-8.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $282 | $2,277-87.6% | $2,975-90.5% | $2,241-87.4% |
| Participant deferral / active EE | $2,851 | $4,241-32.8% | $5,107-44.2% | $3,767-24.3% |
| Admin fee / account holder | $5,587 | $3,368+65.9% | $12,068-53.7% | $2,969+88.2% |