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 | $89,366 | $56,277+58.8% | $80,975+10.4% | $62,891+42.1% |
| Participation rate | 48.4% | 69.0%-20.6pp | 75.8%-27.4pp | 69.3%-20.9pp |
| Annual return | 7.05% | 22.12%-15.1pp | 17.10%-10.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,215 | $4,195-47.2% | $5,696-61.1% | $3,203-30.8% |
| Admin fee / account holder | $3,003 | $3,741-19.7% | $5,516-45.6% | $4,296-30.1% |