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 | $136,790 | $73,933+85.0% | $96,683+41.5% | $75,163+82.0% |
| Participation rate | 36.6% | 66.4%-29.8pp | 74.3%-37.8pp | 67.2%-30.6pp |
| Annual return | 13.22% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $530 | $2,928-81.9% | $3,737-85.8% | $2,670-80.2% |
| Participant deferral / active EE | $3,001 | $3,659-18.0% | $4,878-38.5% | $4,125-27.2% |
| Admin fee / account holder | $38,612 | $5,216+640.2% | $6,730+473.8% | $5,651+583.3% |