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 | $111,588 | $127,386-12.4% | $115,037-3.0% | $125,391-11.0% |
| Participation rate | 61.9% | 84.2%-22.3pp | 81.4%-19.5pp | 83.2%-21.3pp |
| Annual return | 1.15% | 31.28%-30.1pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,500 | $6,423+32.3% | $6,026+41.1% | $5,352+58.8% |
| Admin fee / account holder | $24,340 | $9,516+155.8% | $8,175+197.7% | $9,540+155.1% |