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 | $228,113 | $72,492+214.7% | $87,100+161.9% | $72,985+212.5% |
| Participation rate | 41.3% | 72.8%-31.5pp | 76.9%-35.6pp | 69.5%-28.2pp |
| Annual return | 22.58% | 24.46%-1.9pp | 28.19%-5.6pp | 81.00%-58.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,243 | $3,270-31.4% | $4,049-44.6% | $3,607-37.8% |
| Admin fee / account holder | $12,364 | $5,055+144.6% | $7,497+64.9% | $5,124+141.3% |