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 | $71,063 | $83,477-14.9% | $125,175-43.2% | $72,985-2.6% |
| Participation rate | 41.0% | 73.3%-32.3pp | 79.8%-38.8pp | 69.5%-28.5pp |
| Annual return | 22.72% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,866 | $3,585-48.0% | $4,937-62.2% | $3,607-48.3% |
| Admin fee / account holder | $2,030 | $5,517-63.2% | $9,702-79.1% | $5,124-60.4% |