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 | $32,213 | $52,580-38.7% | $71,671-55.1% | $70,131-54.1% |
| Participation rate | 61.7% | 60.9%+0.8pp | 68.7%-7.1pp | 69.5%-7.9pp |
| Annual return | 18.99% | 20.25%-1.3pp | 20.65%-1.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,418 | $2,386+1.3% | $3,438-29.7% | $3,332-27.4% |
| Admin fee / account holder | $1,868 | $3,653-48.9% | $5,558-66.4% | $4,645-59.8% |