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 | $124,264 | $84,556+47.0% | $116,228+6.9% | $74,304+67.2% |
| Participation rate | 39.9% | 66.0%-26.2pp | 74.6%-34.7pp | 60.3%-20.5pp |
| Annual return | 14.54% | 18.35%-3.8pp | 90.06%-75.5pp | 29.43%-14.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,087 | $3,814-19.1% | $4,953-37.7% | $3,767-18.1% |
| Admin fee / account holder | $22,857 | $3,792+502.8% | $11,989+90.6% | $2,969+669.9% |