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 | $160,856 | $127,065+26.6% | $113,168+42.1% | $142,382+13.0% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 11.32% | 24.03%-12.7pp | 24.27%-12.9pp | 217.08%-205.8pp |
| Employer contribution / active EE | $234 | $3,442-93.2% | $2,975-92.1% | $4,299-94.5% |
| Participant deferral / active EE | $2,832 | $5,716-50.5% | $5,107-44.5% | $6,507-56.5% |
| Admin fee / account holder | $120,122 | $15,736+663.4% | $12,068+895.4% | $12,624+851.6% |