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 | $122,460 | $46,464+163.6% | $150,298-18.5% | $79,634+53.8% |
| Participation rate | 15.0% | 57.0%-42.0pp | 77.8%-62.8pp | 62.5%-47.5pp |
| Annual return | 13.44% | 27.89%-14.5pp | 62.79%-49.3pp | 36.46%-23.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,120 | $2,157-48.1% | $5,453-79.5% | $3,835-70.8% |
| Admin fee / account holder | $7,544 | $891+747.0% | $14,116-46.6% | $1,002+652.9% |