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 | $45,783 | $132,239-65.4% | $105,722-56.7% | $273,961-83.3% |
| Participation rate | 0.0% | 83.2%-83.2pp | 78.9%-78.9pp | 83.0%-83.0pp |
| Annual return | 6.08% | 10.07%-4.0pp | 12.25%-6.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,519 | $6,233-43.5% | $5,326-33.9% | $5,287-33.5% |
| Admin fee / account holder | $5,439 | $12,032-54.8% | $8,308-34.5% | $10,132-46.3% |