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 | $115,523 | $52,903+118.4% | $73,307+57.6% | $59,632+93.7% |
| Participation rate | 45.5% | 68.2%-22.8pp | 74.9%-29.5pp | 68.7%-23.2pp |
| Annual return | 0.70% | 12.20%-11.5pp | 5.67%-5.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,372 | $4,069-41.7% | $4,991-52.5% | $3,192-25.7% |
| Admin fee / account holder | $28,950 | $3,834+655.0% | $5,637+413.6% | $4,297+573.7% |