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 | $51,194 | $49,915+2.6% | $154,803-66.9% | $74,304-31.1% |
| Participation rate | 19.2% | 54.0%-34.7pp | 78.1%-58.8pp | 60.3%-41.1pp |
| Annual return | 16.81% | 34.06%-17.2pp | 58.88%-42.1pp | 29.43%-12.6pp |
| Employer contribution / active EE | $198 | $1,611-87.7% | $4,305-95.4% | $2,241-91.1% |
| Participant deferral / active EE | $1,198 | $2,255-46.9% | $5,540-78.4% | $3,767-68.2% |
| Admin fee / account holder | $4,296 | $2,189+96.3% | $14,329-70.0% | $2,969+44.7% |