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 | $93,013 | $55,706+67.0% | $75,886+22.6% | $72,985+27.4% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.3%-19.3pp | 69.5%-19.5pp |
| Annual return | 17.37% | 27.59%-10.2pp | 30.76%-13.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,892 | $2,634+85.7% | $3,603+35.8% | $3,607+35.6% |
| Admin fee / account holder | $17,048 | $3,978+328.5% | $5,418+214.6% | $5,124+232.7% |