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 | $128,404 | $54,541+135.4% | $78,778+63.0% | $70,131+83.1% |
| Participation rate | 30.6% | 60.8%-30.2pp | 69.2%-38.5pp | 69.5%-38.9pp |
| Annual return | 12.99% | 21.07%-8.1pp | 35.62%-22.6pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,672 | $2,210-24.4% | $2,958-43.5% | $3,332-49.8% |
| Admin fee / account holder | $16,383 | $3,709+341.8% | $5,134+219.1% | $4,645+252.7% |